+423.1%
ONTO vs RCAT
+175.9%
+247.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -10.3% | +1.6% | -8.1% |
| 7D | -17.4% | -18.5% | +1.2% | -16.3% |
| 30D | -43.2% | -37.0% | -6.2% | -41.6% |
| 3M | -35.7% | -54.9% | +19.1% | -32.7% |
| 6M | -38.3% | -63.6% | +25.3% | -34.9% |
| YTD | +17.1% | -49.6% | +66.6% | +20.6% |
| 1Y | +43.1% | -57.8% | +101.0% | +48.3% |
| 3Y | +55.4% | +332.4% | -277.0% | +41.1% |
| 5Y | +111.2% | +48.1% | +63.1% | +94.9% |
| All | +423.1% | +175.9% | +247.3% | +278.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RCAT.
Daily Out/Under-Performance
Portfolio return minus RCAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCAT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded RCAT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling