+390.5%
ONTO vs RRX
+151.0%
+239.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RRX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +5.5% | +5.6% | +7.0% |
| 7D | -14.0% | +7.5% | -21.6% | -18.1% |
| 30D | -43.1% | +3.0% | -46.1% | -43.6% |
| 3M | -35.5% | -5.3% | -30.2% | -31.9% |
| 6M | -41.1% | -26.6% | -14.4% | -24.6% |
| YTD | +9.8% | +21.2% | -11.4% | -2.7% |
| 1Y | +31.5% | +25.9% | +5.6% | +12.8% |
| 3Y | +45.2% | +71.7% | -26.5% | -4.1% |
| 5Y | +86.7% | +7.8% | +79.0% | +65.4% |
| All | +390.5% | +151.0% | +239.4% | +119.8% |
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