-79.7%
AMIX vs ONTO
+162.8%
-242.5%
-89.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.1% | -5.3% |
| 7D | -13.7% | -1.0% | -12.7% | -13.4% |
| 30D | -62.1% | -2.9% | -59.2% | -63.3% |
| 3M | -46.2% | -2.5% | -43.7% | -43.8% |
| 6M | -46.4% | +28.2% | -74.6% | -46.7% |
| YTD | -60.3% | +69.8% | -130.0% | -62.8% |
| 1Y | -79.7% | +162.9% | -242.6% | -80.6% |
| All | -79.7% | +162.8% | -242.5% | -80.6% |
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