+62.8%
AA vs ONTO
+167.3%
-104.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.9% | -1.3% | +2.3% |
| 7D | +1.7% | +9.7% | -8.0% | -0.8% |
| 30D | +3.3% | -8.8% | +12.1% | +5.2% |
| 3M | -29.4% | +4.5% | -33.9% | -32.9% |
| 6M | -12.8% | +56.4% | -69.2% | -29.4% |
| YTD | -2.1% | +78.1% | -80.2% | -25.4% |
| 1Y | +62.8% | +171.3% | -108.5% | +9.1% |
| All | +62.8% | +167.3% | -104.5% | +9.1% |
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