+263.7%
ONTO vs RJF
+106.2%
+157.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.4% | -0.5% |
| 7D | +9.4% | -0.3% | +9.6% | +9.4% |
| 30D | -4.4% | -2.0% | -2.4% | -3.4% |
| 3M | +1.6% | +16.3% | -14.7% | -11.1% |
| 6M | +45.3% | +16.9% | +28.3% | +26.2% |
| YTD | +76.4% | +10.4% | +65.9% | +58.6% |
| 1Y | +167.2% | +7.4% | +159.7% | +145.6% |
| 3Y | +116.6% | +72.2% | +44.3% | +39.2% |
| 5Y | +263.7% | +105.1% | +158.6% | +108.5% |
| All | +263.7% | +106.2% | +157.6% | +108.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling