-25.7%
RKT vs ONTO
+613.8%
-639.5%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -1.0% | -1.8% | -2.5% |
| 7D | -1.0% | +9.4% | -10.3% | -3.2% |
| 30D | -2.4% | -4.4% | +2.0% | -1.9% |
| 3M | +1.9% | +1.6% | +0.3% | -1.4% |
| 6M | -13.9% | +45.3% | -59.1% | -24.2% |
| YTD | -30.6% | +76.4% | -107.0% | -41.8% |
| 1Y | -34.4% | +167.2% | -201.5% | -50.7% |
| 3Y | +38.2% | +116.6% | -78.4% | -3.6% |
| 5Y | -9.7% | +263.7% | -273.4% | -48.5% |
| All | -25.7% | +613.8% | -639.5% | -71.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling