+18.7%
AEM vs ONTO
+46.1%
-27.4%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -8.7% | +18.3% | +11.4% |
| 7D | +0.2% | -17.4% | +17.6% | +4.0% |
| 30D | +0.1% | -43.2% | +43.3% | +12.0% |
| 3M | +22.1% | -35.7% | +57.8% | +31.3% |
| 6M | +2.4% | -38.3% | +40.7% | +7.7% |
| YTD | +8.9% | +17.1% | -8.2% | -5.2% |
| 1Y | +18.7% | +43.1% | -24.4% | -4.4% |
| All | +18.7% | +46.1% | -27.4% | -4.4% |
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