-99.8%
AMIX vs ONTO
+66.8%
-166.6%
-99.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +6.2% | -8.1% | -3.2% |
| 7D | -13.7% | -1.0% | -12.7% | -13.6% |
| 30D | -62.1% | -2.9% | -59.2% | -62.4% |
| 3M | -46.2% | -2.5% | -43.7% | -44.8% |
| 6M | -46.4% | +28.2% | -74.6% | -45.0% |
| YTD | -60.3% | +69.8% | -130.0% | -58.9% |
| 1Y | -79.7% | +162.9% | -242.6% | -78.5% |
| All | -99.8% | +66.8% | -166.6% | -99.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling