+935.1%
ATI vs ONTO
+658.6%
+276.5%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.2% | -3.2% | +0.7% |
| 7D | -0.1% | -1.0% | +1.0% | +0.3% |
| 30D | +2.7% | -2.9% | +5.6% | +2.5% |
| 3M | +16.3% | -2.5% | +18.8% | +12.6% |
| 6M | +30.2% | +28.2% | +2.0% | +11.7% |
| YTD | +83.6% | +69.8% | +13.8% | +39.9% |
| 1Y | +173.0% | +162.9% | +10.1% | +71.5% |
| 3Y | +356.6% | +95.9% | +260.7% | +175.7% |
| 5Y | +1,074.2% | +244.5% | +829.7% | +364.0% |
| All | +935.1% | +658.6% | +276.5% | +124.3% |
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