+390.5%
ONTO vs RJF
+218.0%
+172.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RJF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.2% | +12.3% | +11.9% |
| 7D | -14.0% | +3.6% | -17.6% | -16.4% |
| 30D | -43.1% | +3.5% | -46.6% | -44.8% |
| 3M | -35.5% | -8.9% | -26.6% | -32.1% |
| 6M | -41.1% | +2.9% | -43.9% | -43.8% |
| YTD | +9.8% | +2.8% | +6.9% | +3.8% |
| 1Y | +31.5% | +2.7% | +28.9% | +24.7% |
| 3Y | +45.2% | +69.3% | -24.1% | -2.9% |
| 5Y | +86.7% | +75.0% | +11.7% | +20.0% |
| All | +390.5% | +218.0% | +172.5% | +99.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling