-24.1%
RKT vs ONTO
+422.1%
-446.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.9% | +2.9% | +0.6% |
| 7D | -9.0% | +17.5% | -26.5% | -12.3% |
| 30D | +30.2% | -15.7% | +45.9% | +32.9% |
| 3M | -8.8% | -39.7% | +30.9% | -0.2% |
| 6M | -0.9% | -26.5% | +25.5% | +0.6% |
| YTD | -29.2% | +29.0% | -58.2% | -37.6% |
| 1Y | -20.1% | +57.0% | -77.0% | -32.8% |
| 3Y | +81.3% | +50.0% | +31.3% | +35.7% |
| 5Y | -6.6% | +127.3% | -133.9% | -42.8% |
| All | -24.1% | +422.1% | -446.2% | -69.0% |
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 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