+9.6%
AMT vs ONTO
+449.2%
-439.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +12.0% | -11.9% | -0.4% |
| 7D | +0.4% | +1.4% | -1.0% | +0.1% |
| 30D | +3.7% | -34.1% | +37.8% | +5.7% |
| 3M | +10.7% | -37.1% | +47.8% | +12.8% |
| 6M | +9.3% | -31.8% | +41.1% | +9.7% |
| YTD | +10.9% | +22.9% | -12.0% | +5.6% |
| 1Y | +10.5% | +39.5% | -29.0% | +3.9% |
| 3Y | +15.5% | +57.7% | -42.1% | -2.5% |
| 5Y | -20.6% | +115.8% | -136.4% | -40.2% |
| All | +9.6% | +449.2% | -439.7% | -42.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling