-39.2%
ONON vs AMIX
-81.0%
+41.8%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.9% | +0.6% | -1.3% |
| 7D | -3.0% | -13.7% | +10.7% | -3.0% |
| 30D | -26.7% | -62.1% | +35.4% | -26.8% |
| 3M | -25.3% | -46.2% | +20.9% | -25.4% |
| 6M | -35.3% | -46.4% | +11.2% | -35.5% |
| YTD | -39.8% | -60.3% | +20.5% | -40.7% |
| 1Y | -39.2% | -79.7% | +40.4% | -37.7% |
| All | -39.2% | -81.0% | +41.8% | -37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling