+449.2%
ONTO vs RRX
+168.4%
+280.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +6.9% | +5.1% | +6.8% |
| 7D | +1.4% | +12.3% | -11.0% | -6.1% |
| 30D | -34.1% | +9.5% | -43.7% | -37.5% |
| 3M | -37.1% | +1.8% | -38.9% | -36.8% |
| 6M | -31.8% | -15.3% | -16.5% | -21.0% |
| YTD | +22.9% | +29.6% | -6.7% | +3.9% |
| 1Y | +39.5% | +34.1% | +5.4% | +14.4% |
| 3Y | +57.7% | +74.0% | -16.4% | +3.2% |
| 5Y | +115.8% | +14.7% | +101.1% | +83.0% |
| All | +449.2% | +168.4% | +280.8% | +134.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling