-91.1%
AMIX vs ONTO
+52.3%
-143.3%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +2.5% |
| 7D | -9.9% | +17.5% | -27.4% | -18.2% |
| 30D | -52.8% | -15.7% | -37.1% | -49.6% |
| 3M | -80.0% | -39.7% | -40.3% | -74.8% |
| 6M | -80.2% | -26.5% | -53.7% | -76.8% |
| YTD | -88.1% | +29.0% | -117.1% | -85.8% |
| 1Y | -91.1% | +57.0% | -148.0% | -87.5% |
| All | -91.1% | +52.3% | -143.3% | -87.5% |
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