+459.0%
ONTO vs RJF
+228.4%
+230.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.2% | +1.6% | +1.7% |
| 7D | -2.4% | +4.0% | -6.4% | -5.0% |
| 30D | -32.9% | +6.1% | -39.1% | -35.9% |
| 3M | -32.2% | -5.8% | -26.4% | -29.9% |
| 6M | -30.6% | +9.7% | -40.3% | -36.7% |
| YTD | +25.1% | +6.2% | +18.9% | +15.9% |
| 1Y | +40.0% | +5.3% | +34.7% | +30.7% |
| 3Y | +45.7% | +74.4% | -28.7% | -4.4% |
| 5Y | +128.8% | +81.6% | +47.2% | +43.7% |
| All | +459.0% | +228.4% | +230.7% | +123.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RJF.
Daily Out/Under-Performance
Portfolio return minus RJF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RJF 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 10y: compounded portfolio wealth divided by compounded RJF 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…
10y analysis · Full analysis span regression · 6 months rolling