+16.0%
AA vs ONTO
+46.1%
-30.1%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -8.7% | +11.4% | +4.7% |
| 7D | +0.9% | -17.4% | +18.3% | +5.1% |
| 30D | -6.4% | -43.2% | +36.8% | +5.8% |
| 3M | -13.0% | -35.7% | +22.8% | -5.4% |
| 6M | -34.6% | -38.3% | +3.7% | -30.5% |
| YTD | -23.0% | +17.1% | -40.1% | -37.0% |
| 1Y | +16.0% | +43.1% | -27.2% | -15.1% |
| All | +16.0% | +46.1% | -30.1% | -15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling