+91.5%
ONTO vs RRC
+110.6%
-19.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.9% | +14.0% | +11.8% |
| 7D | -14.0% | -10.8% | -3.2% | -11.5% |
| 30D | -43.1% | +22.3% | -65.4% | -46.0% |
| 3M | -35.5% | +26.6% | -62.1% | -39.7% |
| 6M | -41.1% | +18.9% | -60.0% | -44.4% |
| YTD | +9.8% | +39.2% | -29.4% | -1.8% |
| 1Y | +31.5% | +34.0% | -2.4% | +18.6% |
| 3Y | +45.2% | +42.0% | +3.1% | +27.0% |
| All | +91.5% | +110.6% | -19.2% | +50.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling