+54.2%
RGTI vs ONTO
+303.8%
-249.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | -1.8% |
| 7D | +0.5% | +4.9% | -4.5% | -2.2% |
| 30D | -17.1% | -16.6% | -0.5% | -9.0% |
| 3M | -26.0% | -7.3% | -18.6% | -25.1% |
| 6M | -9.9% | +45.9% | -55.8% | -29.6% |
| YTD | -31.1% | +78.2% | -109.2% | -52.0% |
| 1Y | -8.5% | +159.8% | -168.3% | -47.7% |
| 3Y | +652.2% | +123.4% | +528.8% | +356.3% |
| 5Y | +56.8% | +265.8% | -209.0% | -21.4% |
| All | +54.2% | +303.8% | -249.5% | -22.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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