+5.5%
ROKU vs ONTO
+696.1%
-690.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | -1.2% |
| 7D | -0.4% | +4.9% | -5.4% | -2.3% |
| 30D | +2.1% | -16.6% | +18.7% | +8.2% |
| 3M | +29.5% | -7.3% | +36.8% | +25.9% |
| 6M | +53.8% | +45.9% | +7.9% | +21.5% |
| YTD | +42.8% | +78.2% | -35.4% | +2.0% |
| 1Y | +60.7% | +159.8% | -99.1% | -4.7% |
| 3Y | +83.9% | +123.4% | -39.5% | -3.6% |
| 5Y | -52.8% | +265.8% | -318.6% | -81.3% |
| All | +5.5% | +696.1% | -690.6% | -73.5% |
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 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