+91.8%
AUR vs ONTO
+106.2%
-14.4%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -3.4% | +0.8% | -1.2% |
| 7D | +0.2% | +6.5% | -6.4% | -2.6% |
| 30D | -8.9% | -15.9% | +7.0% | -2.3% |
| 3M | +4.6% | -0.2% | +4.8% | +0.3% |
| 6M | +44.9% | +38.7% | +6.1% | +17.2% |
| YTD | +64.8% | +70.4% | -5.5% | +20.2% |
| 1Y | +16.4% | +153.6% | -137.2% | -30.5% |
| All | +91.8% | +106.2% | -14.4% | +13.3% |
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 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