-10.5%
RKT vs ONON
-22.6%
+12.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.7% |
| 7D | -6.3% | -2.1% | -4.2% | -5.6% |
| 30D | -6.2% | -11.6% | +5.4% | -2.5% |
| 3M | -1.9% | -30.1% | +28.2% | +8.6% |
| 6M | -13.0% | -30.5% | +17.5% | -3.9% |
| YTD | -31.9% | -41.0% | +9.1% | -21.2% |
| 1Y | -37.6% | -36.7% | -0.9% | -30.0% |
| 3Y | +36.8% | -8.6% | +45.4% | +28.9% |
| All | -10.5% | -22.6% | +12.0% | -26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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