-7.2%
RKT vs ONTO
+258.3%
-265.4%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.9% | -6.7% | -3.0% |
| 7D | +6.0% | +9.7% | -3.7% | +3.4% |
| 30D | +0.7% | -8.8% | +9.5% | +2.4% |
| 3M | +11.8% | +4.5% | +7.3% | +7.1% |
| 6M | -7.6% | +56.4% | -64.0% | -21.1% |
| YTD | -28.7% | +78.1% | -106.7% | -41.1% |
| 1Y | -32.6% | +171.3% | -203.8% | -50.7% |
| 3Y | +42.1% | +118.7% | -76.6% | -6.7% |
| 5Y | -7.2% | +269.4% | -276.6% | -53.5% |
| All | -7.2% | +258.3% | -265.4% | -53.5% |
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 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