+82.9%
ROKU vs ONTO
+106.2%
-23.3%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.6% |
| 7D | -2.6% | +6.5% | -9.2% | -4.2% |
| 30D | +2.1% | -15.9% | +18.0% | +5.9% |
| 3M | +31.8% | -0.2% | +31.9% | +26.7% |
| 6M | +53.3% | +38.7% | +14.5% | +32.8% |
| YTD | +42.1% | +70.4% | -28.3% | +14.9% |
| 1Y | +62.3% | +153.6% | -91.3% | +14.9% |
| All | +82.9% | +106.2% | -23.3% | +10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling