+229.2%
ASX vs ONTO
+154.8%
+74.4%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -5.9% | -3.0% |
| 7D | -0.7% | -1.0% | +0.3% | -0.4% |
| 30D | +2.0% | -2.9% | +4.9% | +1.8% |
| 3M | -1.3% | -2.5% | +1.1% | -1.8% |
| 6M | +71.4% | +28.2% | +43.2% | +50.5% |
| YTD | +135.3% | +69.8% | +65.5% | +85.0% |
| All | +229.2% | +154.8% | +74.4% | +126.7% |
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