-89.6%
AMIX vs ONTO
+40.7%
-130.4%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +1.8% | +7.0% | +7.9% |
| 7D | +11.4% | -2.4% | +13.9% | +12.0% |
| 30D | -40.5% | -32.9% | -7.6% | -27.0% |
| 3M | -80.1% | -32.2% | -47.9% | -76.6% |
| 6M | -74.8% | -30.6% | -44.2% | -69.6% |
| YTD | -84.0% | +25.1% | -109.1% | -81.9% |
| All | -89.6% | +40.7% | -130.4% | -87.3% |
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