-41.1%
ONTO vs RJF
+2.5%
-43.6%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.2% | +12.3% | +10.6% |
| 7D | -14.0% | +3.6% | -17.6% | -12.3% |
| 30D | -43.1% | +3.5% | -46.6% | -41.7% |
| 3M | -35.5% | -8.9% | -26.6% | -36.7% |
| 6M | -41.1% | +2.9% | -43.9% | -38.3% |
| All | -41.1% | +2.5% | -43.6% | -38.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling