-91.6%
AMIX vs ONTO
+27.4%
-118.9%
-93.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +11.1% | -11.1% | -5.8% |
| 7D | -16.0% | -14.0% | -2.0% | -10.0% |
| 30D | -55.4% | -43.1% | -12.4% | -40.6% |
| 3M | -87.5% | -35.5% | -52.0% | -85.6% |
| 6M | -81.2% | -41.1% | -40.1% | -75.7% |
| YTD | -86.8% | +9.8% | -96.6% | -83.6% |
| 1Y | -91.6% | +31.5% | -123.1% | -88.9% |
| All | -91.6% | +27.4% | -118.9% | -88.9% |
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 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