+147.1%
AMAT vs ONTO
+124.4%
+22.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.9% | +0.1% | -0.9% |
| 7D | +11.4% | +17.5% | -6.2% | +0.5% |
| 30D | -17.0% | -15.7% | -1.4% | -8.1% |
| 3M | -30.6% | -39.7% | +9.1% | -5.9% |
| 6M | -14.9% | -26.5% | +11.5% | +0.9% |
| YTD | +44.7% | +29.0% | +15.7% | +20.4% |
| 1Y | +66.9% | +57.0% | +9.9% | +23.2% |
| 3Y | +153.3% | +50.0% | +103.3% | +61.6% |
| All | +147.1% | +124.4% | +22.7% | +4.0% |
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