+152.8%
RTX vs ONTO
+104.0%
+48.7%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.8% | -0.8% |
| 7D | -5.2% | -1.0% | -4.1% | -5.1% |
| 30D | -9.4% | -2.9% | -6.5% | -9.4% |
| 3M | +12.3% | -2.5% | +14.7% | +11.4% |
| 6M | -3.1% | +28.2% | -31.3% | -5.6% |
| YTD | +10.7% | +69.8% | -59.1% | +6.3% |
| 1Y | +28.4% | +162.9% | -134.5% | +20.7% |
| All | +152.8% | +104.0% | +48.7% | +128.8% |
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