-5.6%
AON vs ONTO
+106.2%
-111.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -3.4% | +4.4% | +0.9% |
| 7D | -5.9% | +6.5% | -12.4% | -5.6% |
| 30D | -13.7% | -15.9% | +2.2% | -14.2% |
| 3M | -8.3% | -0.2% | -8.1% | -8.2% |
| 6M | -3.6% | +38.7% | -42.4% | -3.4% |
| YTD | -12.4% | +70.4% | -82.7% | -12.3% |
| 1Y | -14.6% | +153.6% | -168.3% | -15.1% |
| All | -5.6% | +106.2% | -111.8% | -11.2% |
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