+476.3%
ONTO vs SHAK
-11.7%
+488.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +3.2% | -6.1% | -4.0% |
| 7D | +17.5% | +4.3% | +13.2% | +15.8% |
| 30D | -15.7% | +9.0% | -24.7% | -18.4% |
| 3M | -39.7% | +1.8% | -41.5% | -40.6% |
| 6M | -26.5% | +17.3% | -43.8% | -32.7% |
| YTD | +29.0% | -7.6% | +36.6% | +26.6% |
| 1Y | +57.0% | -16.9% | +73.9% | +59.5% |
| 3Y | +50.0% | +35.1% | +14.9% | +19.8% |
| 5Y | +127.3% | -11.3% | +138.5% | +100.1% |
| All | +476.3% | -11.7% | +488.0% | +227.6% |
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