-7.7%
AAL vs ONTO
+118.2%
-125.9%
-51.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.6% | -2.9% |
| 7D | -0.3% | +9.7% | -10.0% | -2.8% |
| 30D | -19.0% | -8.8% | -10.2% | -17.5% |
| 3M | -5.1% | +4.5% | -9.6% | -9.3% |
| 6M | +15.5% | +56.4% | -40.9% | -2.6% |
| YTD | -15.8% | +78.1% | -93.9% | -32.0% |
| 1Y | -0.3% | +171.3% | -171.6% | -28.9% |
| 3Y | -7.7% | +118.7% | -126.3% | -35.5% |
| All | -7.7% | +118.2% | -125.9% | -35.5% |
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 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