+162.1%
RTX vs ONTO
+508.7%
-346.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.9% | -8.4% | -0.8% |
| 7D | +1.4% | +16.4% | -14.9% | -1.1% |
| 30D | +7.8% | -21.4% | +29.3% | +10.8% |
| 3M | -9.8% | -32.7% | +23.0% | -5.8% |
| 6M | +13.5% | -25.2% | +38.7% | +13.8% |
| YTD | +10.9% | +36.2% | -25.3% | -1.6% |
| 1Y | +14.0% | +61.2% | -47.2% | -2.2% |
| 3Y | +159.9% | +58.7% | +101.3% | +98.8% |
| 5Y | +151.7% | +143.6% | +8.0% | +55.1% |
| All | +162.1% | +508.7% | -346.7% | -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 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