+16.0%
AMT vs ONTO
+51.5%
-35.5%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.9% | +3.9% | +0.7% |
| 7D | +1.5% | +17.5% | -16.0% | +2.9% |
| 30D | +6.8% | -15.7% | +22.5% | +5.9% |
| 3M | +11.2% | -39.7% | +50.9% | +7.8% |
| 6M | +12.5% | -26.5% | +39.0% | +11.9% |
| YTD | +12.5% | +29.0% | -16.5% | +17.0% |
| 1Y | +10.1% | +57.0% | -46.8% | +16.5% |
| 3Y | +16.0% | +50.0% | -34.0% | +20.4% |
| All | +16.0% | +51.5% | -35.5% | +20.4% |
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