+508.7%
ONTO vs RRC
+1,174.9%
-666.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +1.3% | +7.6% | +8.6% |
| 7D | +16.4% | -0.5% | +16.8% | +16.6% |
| 30D | -21.4% | +25.2% | -46.6% | -25.2% |
| 3M | -32.7% | +27.8% | -60.6% | -36.5% |
| 6M | -25.2% | +27.2% | -52.4% | -29.8% |
| YTD | +36.2% | +48.2% | -11.9% | +23.0% |
| 1Y | +61.2% | +34.7% | +26.5% | +48.4% |
| 3Y | +58.7% | +62.2% | -3.6% | +39.4% |
| 5Y | +143.6% | +130.9% | +12.7% | +92.5% |
| All | +508.7% | +1,174.9% | -666.2% | +173.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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