+238.0%
ONTO vs RRX
+18.4%
+219.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.2% | +6.0% | +6.1% |
| 7D | -1.0% | +3.4% | -4.5% | -3.4% |
| 30D | -2.9% | -11.1% | +8.2% | +5.6% |
| 3M | -2.5% | -23.7% | +21.3% | +19.3% |
| 6M | +28.2% | -22.0% | +50.2% | +53.9% |
| YTD | +69.8% | +16.5% | +53.3% | +54.3% |
| 1Y | +162.9% | +11.5% | +151.4% | +145.9% |
| 3Y | +95.9% | +1.5% | +94.4% | +87.3% |
| All | +238.0% | +18.4% | +219.7% | +203.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling