+169.8%
ONTO vs SHAK
-30.7%
+200.5%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHAK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -2.9% | +7.8% | +5.6% |
| 7D | +9.7% | -0.3% | +10.0% | +9.7% |
| 30D | -8.8% | -5.2% | -3.6% | -7.6% |
| 3M | +4.5% | +27.3% | -22.8% | -3.7% |
| 6M | +56.4% | -27.9% | +84.3% | +73.2% |
| YTD | +78.1% | -17.0% | +95.0% | +87.8% |
| All | +169.8% | -30.7% | +200.5% | +210.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling