+103.5%
RIO vs ONTO
+268.0%
-164.4%
-35.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.0% | +0.9% | +0.1% |
| 7D | +1.0% | +9.4% | -8.4% | -0.4% |
| 30D | +4.0% | -4.4% | +8.5% | +4.3% |
| 3M | +4.5% | +1.6% | +2.9% | +2.4% |
| 6M | +17.3% | +45.3% | -27.9% | +8.3% |
| YTD | +36.2% | +76.4% | -40.2% | +21.8% |
| 1Y | +76.1% | +167.2% | -91.0% | +47.3% |
| 3Y | +102.5% | +116.6% | -14.0% | +62.9% |
| 5Y | +103.5% | +263.7% | -160.2% | +31.9% |
| All | +103.5% | +268.0% | -164.4% | +31.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling