+859.7%
ON vs AMC
-98.1%
+957.8%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +4.3% | -3.3% | +0.8% |
| 7D | +2.4% | +2.3% | +0.1% | +2.3% |
| 30D | -3.3% | -0.7% | -2.5% | -3.3% |
| 3M | -43.6% | +35.2% | -78.8% | -44.9% |
| 6M | +19.0% | +124.6% | -105.6% | +12.7% |
| YTD | +37.4% | +69.9% | -32.5% | +31.8% |
| 1Y | +54.8% | -2.6% | +57.3% | +52.4% |
| 3Y | -25.2% | -79.8% | +54.6% | -23.3% |
| 5Y | +62.7% | -99.4% | +162.1% | +84.1% |
| 10Y | +574.3% | -98.9% | +673.2% | +580.7% |
| All | +859.7% | -98.1% | +957.8% | +723.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling