+486.8%
ASX vs ONTO
+124.4%
+362.4%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.9% | +0.8% | -0.6% |
| 7D | +12.4% | +17.5% | -5.1% | +3.9% |
| 30D | -19.8% | -15.7% | -4.2% | -12.3% |
| 3M | -10.3% | -39.7% | +29.4% | +13.8% |
| 6M | +1.2% | -26.5% | +27.7% | +16.0% |
| YTD | +123.0% | +29.0% | +94.0% | +97.7% |
| 1Y | +145.4% | +57.0% | +88.5% | +99.4% |
| 3Y | +368.6% | +50.0% | +318.6% | +236.9% |
| All | +486.8% | +124.4% | +362.4% | +192.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling