+398.5%
ASX vs ONTO
+60.0%
+338.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | +8.9% | -2.3% | +2.3% |
| 7D | +0.8% | +16.4% | -15.5% | -5.5% |
| 30D | -20.4% | -21.4% | +1.0% | -10.7% |
| 3M | -2.1% | -32.7% | +30.6% | +16.8% |
| 6M | +8.2% | -25.2% | +33.4% | +22.1% |
| YTD | +137.3% | +36.2% | +101.0% | +110.8% |
| 1Y | +155.0% | +61.2% | +93.8% | +112.3% |
| All | +398.5% | +60.0% | +338.5% | +278.2% |
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