+937.0%
AAOI vs ONTO
+696.1%
+240.9%
-90.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +4.6% | -2.6% | -1.1% |
| 7D | -0.2% | +4.9% | -5.1% | -3.3% |
| 30D | -23.7% | -16.6% | -7.1% | -13.2% |
| 3M | -39.0% | -7.3% | -31.7% | -34.1% |
| 6M | -17.0% | +45.9% | -63.0% | -31.4% |
| YTD | +202.2% | +78.2% | +124.1% | +122.5% |
| 1Y | +292.4% | +159.8% | +132.6% | +135.6% |
| 3Y | +804.4% | +123.4% | +681.0% | +488.2% |
| 5Y | +1,318.0% | +265.8% | +1,052.2% | +569.9% |
| All | +937.0% | +696.1% | +240.9% | +194.5% |
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