+43.1%
ONTO vs RRX
+30.0%
+13.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -3.6% | -5.0% | -5.7% |
| 7D | -17.4% | +7.6% | -25.0% | -22.4% |
| 30D | -43.2% | +7.5% | -50.7% | -46.4% |
| 3M | -35.7% | -21.0% | -14.7% | -23.4% |
| 6M | -38.3% | -18.1% | -20.2% | -27.4% |
| YTD | +17.1% | +24.3% | -7.2% | +13.2% |
| 1Y | +43.1% | +29.3% | +13.8% | +37.3% |
| All | +43.1% | +30.0% | +13.1% | +37.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRX.
Daily Out/Under-Performance
Portfolio return minus RRX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRX 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 1y: compounded portfolio wealth divided by compounded RRX 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…
1y analysis · Full analysis span regression · 6 months rolling