+51.2%
RIO vs ONTO
+51.5%
-0.3%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.9% | +2.5% | 0.0% |
| 7D | -0.9% | +17.5% | -18.4% | -3.1% |
| 30D | -9.1% | -15.7% | +6.6% | -7.6% |
| 3M | -13.7% | -39.7% | +26.1% | -8.7% |
| 6M | -24.3% | -26.5% | +2.1% | -23.2% |
| YTD | +8.9% | +29.0% | -20.1% | +2.5% |
| 1Y | +22.7% | +57.0% | -34.3% | +12.8% |
| 3Y | +51.2% | +50.0% | +1.2% | +40.9% |
| All | +51.2% | +51.5% | -0.3% | +40.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling