+0.8%
AMT vs ONTO
+658.6%
-657.7%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +6.2% | -7.2% | -1.4% |
| 7D | -0.2% | -1.0% | +0.8% | -0.2% |
| 30D | +4.6% | -2.9% | +7.5% | +4.6% |
| 3M | -8.4% | -2.5% | -6.0% | -9.4% |
| 6M | -6.0% | +28.2% | -34.2% | -9.4% |
| YTD | +2.1% | +69.8% | -67.7% | -4.0% |
| 1Y | -6.4% | +162.9% | -169.3% | -15.7% |
| 3Y | +8.1% | +95.9% | -87.9% | -8.3% |
| 5Y | -31.9% | +244.5% | -276.4% | -51.1% |
| All | +0.8% | +658.6% | -657.7% | -48.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling