+658.6%
ONTO vs RRC
+930.0%
-271.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.3% |
| 7D | -1.0% | +1.3% | -2.3% | -1.3% |
| 30D | -2.9% | +10.1% | -13.0% | -5.1% |
| 3M | -2.5% | +4.0% | -6.5% | -4.0% |
| 6M | +28.2% | +1.6% | +26.6% | +26.5% |
| YTD | +69.8% | +19.7% | +50.1% | +61.0% |
| 1Y | +162.9% | +21.4% | +141.5% | +147.7% |
| 3Y | +95.9% | +29.7% | +66.3% | +80.8% |
| 5Y | +244.5% | +153.9% | +90.6% | +168.5% |
| All | +658.6% | +930.0% | -271.4% | +257.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling