+307.7%
AEM vs ONTO
+658.6%
-350.9%
-54.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +6.2% | -7.3% | -1.9% |
| 7D | -0.5% | -1.0% | +0.5% | -0.4% |
| 30D | +24.0% | -2.9% | +26.9% | +24.0% |
| 3M | +16.1% | -2.5% | +18.5% | +15.0% |
| 6M | -11.6% | +28.2% | -39.8% | -15.3% |
| YTD | +21.5% | +69.8% | -48.2% | +13.2% |
| 1Y | +39.2% | +162.9% | -123.7% | +23.9% |
| 3Y | +347.4% | +95.9% | +251.5% | +294.0% |
| 5Y | +290.1% | +244.5% | +45.7% | +206.6% |
| All | +307.7% | +658.6% | -350.9% | +147.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling