-3.3%
ONDS vs JAAA
+26.4%
-29.7%
-97.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | 0.0% | -0.5% | -0.5% |
| 7D | -5.0% | +0.1% | -5.1% | -5.1% |
| 30D | -25.6% | +0.4% | -26.0% | -26.2% |
| 3M | -22.1% | +1.2% | -23.3% | -23.9% |
| 6M | -27.6% | +2.7% | -30.2% | -31.1% |
| YTD | -25.7% | +3.2% | -28.9% | -29.8% |
| 1Y | +30.4% | +4.8% | +25.6% | +20.0% |
| 3Y | +695.0% | +19.0% | +676.0% | +767.9% |
| All | -3.3% | +26.4% | -29.7% | +18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 5y: compounded portfolio wealth divided by compounded JAAA 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…
5y analysis · Full analysis span regression · 6 months rolling