+146.8%
RTX vs ONTO
+390.5%
-243.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +11.1% | -12.3% | -2.8% |
| 7D | -5.1% | -14.0% | +8.9% | -3.4% |
| 30D | +5.1% | -43.1% | +48.2% | +13.2% |
| 3M | -14.8% | -35.5% | +20.7% | -10.8% |
| 6M | +8.0% | -41.1% | +49.1% | +12.2% |
| YTD | +4.5% | +9.8% | -5.3% | -4.3% |
| 1Y | +9.8% | +31.5% | -21.7% | -3.0% |
| 3Y | +144.2% | +45.2% | +99.0% | +85.6% |
| 5Y | +131.4% | +86.7% | +44.7% | +50.2% |
| All | +146.8% | +390.5% | -243.7% | -12.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling