+158.8%
RTX vs ONTO
+695.7%
-536.8%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.9% | -5.9% | -1.7% |
| 7D | -3.1% | +9.7% | -12.7% | -4.5% |
| 30D | -10.6% | -8.8% | -1.7% | -9.7% |
| 3M | +11.6% | +4.5% | +7.1% | +8.0% |
| 6M | -4.5% | +56.4% | -60.9% | -15.1% |
| YTD | +9.6% | +78.1% | -68.5% | -5.5% |
| 1Y | +30.8% | +171.3% | -140.4% | +3.3% |
| 3Y | +152.8% | +118.7% | +34.2% | +84.2% |
| 5Y | +167.1% | +269.4% | -102.3% | +49.6% |
| All | +158.8% | +695.7% | -536.8% | -13.9% |
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