+658.6%
ONTO vs RCAT
+477.2%
+181.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.0% | +8.2% | +6.3% |
| 7D | -1.0% | -1.4% | +0.4% | -1.0% |
| 30D | -2.9% | -3.3% | +0.5% | -2.8% |
| 3M | -2.5% | -43.2% | +40.8% | +0.4% |
| 6M | +28.2% | -43.2% | +71.4% | +31.0% |
| YTD | +69.8% | +5.5% | +64.2% | +67.5% |
| 1Y | +162.9% | -1.6% | +164.5% | +158.7% |
| 3Y | +95.9% | +773.7% | -677.8% | +70.5% |
| 5Y | +244.5% | +187.6% | +56.9% | +204.1% |
| All | +658.6% | +477.2% | +181.3% | +425.2% |
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