+34.3%
AWK vs ONTO
+661.2%
-626.9%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -3.4% | +3.1% | -0.2% |
| 7D | -0.7% | +6.5% | -7.3% | -0.9% |
| 30D | +2.8% | -15.9% | +18.7% | +3.2% |
| 3M | +11.3% | -0.2% | +11.5% | +10.5% |
| 6M | +6.7% | +38.7% | -32.0% | +4.0% |
| YTD | +9.4% | +70.4% | -61.0% | +5.2% |
| 1Y | +3.7% | +153.6% | -149.9% | -3.0% |
| 3Y | +9.2% | +109.2% | -99.9% | -3.6% |
| 5Y | -15.7% | +249.7% | -265.5% | -35.2% |
| All | +34.3% | +661.2% | -626.9% | -27.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling