-21.7%
ONON vs AG
+54.9%
-76.6%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +2.5% |
| 7D | -2.1% | -6.7% | +4.7% | -1.0% |
| 30D | -11.6% | +2.2% | -13.8% | -12.2% |
| 3M | -30.1% | +15.7% | -45.8% | -32.2% |
| 6M | -30.5% | -23.8% | -6.7% | -28.7% |
| YTD | -41.0% | +17.6% | -58.7% | -44.4% |
| 1Y | -36.7% | +88.6% | -125.3% | -45.7% |
| 3Y | -8.6% | +253.4% | -262.0% | -33.9% |
| All | -21.7% | +54.9% | -76.6% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 AG 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