+889.6%
ASX vs ONTO
+658.6%
+231.0%
-46.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +6.2% | -5.9% | -2.7% |
| 7D | -0.7% | -1.0% | +0.3% | -0.4% |
| 30D | +2.0% | -2.9% | +4.9% | +1.9% |
| 3M | -1.3% | -2.5% | +1.1% | -1.6% |
| 6M | +71.4% | +28.2% | +43.2% | +49.8% |
| YTD | +135.3% | +69.8% | +65.5% | +80.3% |
| 1Y | +267.5% | +162.9% | +104.6% | +128.0% |
| 3Y | +388.5% | +95.9% | +292.5% | +202.7% |
| 5Y | +417.1% | +244.5% | +172.6% | +125.1% |
| All | +889.6% | +658.6% | +231.0% | +163.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling