+661.2%
ONTO vs SHAK
-27.3%
+688.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -2.1% | -1.3% | -2.6% |
| 7D | +6.5% | -11.0% | +17.5% | +11.0% |
| 30D | -15.9% | -14.0% | -1.9% | -11.3% |
| 3M | -0.2% | +13.3% | -13.4% | -6.3% |
| 6M | +38.7% | -35.3% | +74.1% | +57.0% |
| YTD | +70.4% | -24.0% | +94.3% | +80.6% |
| 1Y | +153.6% | -36.7% | +190.3% | +186.6% |
| 3Y | +109.2% | -5.4% | +114.5% | +91.2% |
| 5Y | +249.7% | -24.9% | +274.6% | +227.0% |
| All | +661.2% | -27.3% | +688.5% | +367.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SHAK.
Daily Out/Under-Performance
Portfolio return minus SHAK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHAK 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 SHAK 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