-84.1%
RIVN vs ONTO
+217.4%
-301.5%
-95.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.7% | -1.9% |
| 7D | +1.8% | +4.9% | -3.1% | -0.1% |
| 30D | +0.6% | -16.6% | +17.3% | +6.9% |
| 3M | +3.2% | -7.3% | +10.5% | +1.4% |
| 6M | -3.7% | +45.9% | -49.7% | -22.5% |
| YTD | -18.7% | +78.2% | -96.8% | -40.9% |
| 1Y | +14.7% | +159.8% | -145.1% | -30.0% |
| 3Y | -31.5% | +123.4% | -154.9% | -67.2% |
| All | -84.1% | +217.4% | -301.5% | -95.0% |
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