+836.0%
ASX vs ONTO
+459.0%
+377.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.5% | +2.4% |
| 7D | -9.1% | -2.4% | -6.7% | -7.5% |
| 30D | -23.6% | -32.9% | +9.4% | -7.0% |
| 3M | -5.6% | -32.2% | +26.6% | +13.4% |
| 6M | +4.7% | -30.6% | +35.3% | +23.3% |
| YTD | +122.6% | +25.1% | +97.5% | +98.3% |
| 1Y | +133.0% | +40.0% | +93.0% | +96.7% |
| 3Y | +367.1% | +45.7% | +321.4% | +237.4% |
| 5Y | +504.7% | +128.8% | +376.0% | +223.5% |
| All | +836.0% | +459.0% | +377.0% | +189.5% |
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