-32.5%
AAL vs ONTO
+258.3%
-290.8%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +4.9% | -6.6% | -3.2% |
| 7D | -0.3% | +9.7% | -10.0% | -3.3% |
| 30D | -19.0% | -8.8% | -10.2% | -17.3% |
| 3M | -5.1% | +4.5% | -9.6% | -10.2% |
| 6M | +15.5% | +56.4% | -40.9% | -6.0% |
| YTD | -15.8% | +78.1% | -93.9% | -35.0% |
| 1Y | -0.3% | +171.3% | -171.6% | -34.2% |
| 3Y | -7.7% | +118.7% | -126.3% | -43.9% |
| 5Y | -32.5% | +269.4% | -301.9% | -68.9% |
| All | -32.5% | +258.3% | -290.8% | -68.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling