+695.7%
ONTO vs RRX
+142.6%
+553.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.5% | +4.4% | +4.5% |
| 7D | +9.7% | +4.3% | +5.4% | +6.3% |
| 30D | -8.8% | -8.0% | -0.8% | -3.0% |
| 3M | +4.5% | -22.0% | +26.5% | +26.1% |
| 6M | +56.4% | -11.9% | +68.3% | +72.9% |
| YTD | +78.1% | +17.1% | +61.0% | +59.5% |
| 1Y | +171.3% | +14.9% | +156.4% | +146.0% |
| 3Y | +118.7% | +6.9% | +111.8% | +96.5% |
| 5Y | +269.4% | +19.6% | +249.8% | +196.0% |
| All | +695.7% | +142.6% | +553.1% | +260.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling