+523.3%
ON vs AMC
-98.8%
+622.1%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.7% | -0.9% | -3.5% |
| 7D | +12.2% | +3.5% | +8.7% | +12.1% |
| 30D | -3.1% | +12.5% | -15.6% | -3.6% |
| 3M | -12.9% | +23.6% | -36.4% | -13.8% |
| 6M | -38.6% | +144.4% | -182.9% | -41.6% |
| YTD | +31.2% | +108.3% | -77.1% | +25.1% |
| 1Y | +47.6% | +38.9% | +8.8% | +43.3% |
| 3Y | +6.6% | -58.9% | +65.5% | +6.5% |
| 5Y | +21.3% | -99.2% | +120.5% | +33.6% |
| All | +523.3% | -98.8% | +622.1% | +464.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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