+107.9%
ASX vs ONTO
+27.4%
+80.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +11.1% | -4.7% | -0.3% |
| 7D | -19.9% | -14.0% | -5.9% | -12.0% |
| 30D | -30.9% | -43.1% | +12.2% | -4.2% |
| 3M | -15.1% | -35.5% | +20.4% | +7.5% |
| 6M | -6.5% | -41.1% | +34.6% | +23.2% |
| YTD | +98.4% | +9.8% | +88.7% | +99.3% |
| 1Y | +107.9% | +31.5% | +76.3% | +95.8% |
| All | +107.9% | +27.4% | +80.5% | +95.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling