+449.2%
ONTO vs SHAK
-9.1%
+458.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +7.3% | +4.7% | +9.3% |
| 7D | +1.4% | +6.5% | -5.1% | -0.7% |
| 30D | -34.1% | +15.3% | -49.4% | -37.5% |
| 3M | -37.1% | +8.5% | -45.5% | -39.3% |
| 6M | -31.8% | +10.0% | -41.8% | -36.1% |
| YTD | +22.9% | -5.0% | +27.9% | +19.6% |
| 1Y | +39.5% | -15.3% | +54.8% | +41.1% |
| 3Y | +57.7% | +40.7% | +17.0% | +24.2% |
| 5Y | +115.8% | -7.9% | +123.8% | +87.8% |
| All | +449.2% | -9.1% | +458.3% | +209.3% |
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