+96.0%
AA vs ONTO
+459.0%
-363.0%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.8% | -6.2% | -5.1% |
| 7D | +1.2% | -2.4% | +3.7% | +1.2% |
| 30D | -5.0% | -32.9% | +27.9% | +9.7% |
| 3M | -22.2% | -32.2% | +10.0% | -12.2% |
| 6M | -36.3% | -30.6% | -5.7% | -32.2% |
| YTD | -24.2% | +25.1% | -49.3% | -40.3% |
| 1Y | +3.9% | +40.0% | -36.1% | -22.5% |
| 3Y | +67.6% | +45.7% | +21.9% | +2.0% |
| 5Y | -8.8% | +128.8% | -137.6% | -61.9% |
| All | +96.0% | +459.0% | -363.0% | -63.5% |
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