+229.3%
RIO vs ONTO
+658.6%
-429.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +6.2% | -5.7% | -0.9% |
| 7D | 0.0% | -1.0% | +1.0% | +0.1% |
| 30D | +4.0% | -2.9% | +6.9% | +3.7% |
| 3M | +0.1% | -2.5% | +2.6% | -2.0% |
| 6M | +12.7% | +28.2% | -15.5% | +2.8% |
| YTD | +35.6% | +69.8% | -34.2% | +15.7% |
| 1Y | +73.7% | +162.9% | -89.2% | +33.0% |
| 3Y | +93.3% | +95.9% | -2.6% | +41.8% |
| 5Y | +92.4% | +244.5% | -152.1% | +7.9% |
| All | +229.3% | +658.6% | -429.3% | +16.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling