+22.3%
ONON vs AMIX
-100.0%
+122.3%
-57.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.1% | +0.6% | +1.7% |
| 7D | -10.0% | -9.9% | -0.1% | -10.0% |
| 30D | -5.3% | -52.8% | +47.5% | -5.3% |
| 3M | +6.5% | -80.0% | +86.5% | +6.4% |
| 6M | -5.0% | -80.2% | +75.3% | -4.8% |
| YTD | -27.6% | -88.1% | +60.5% | -27.4% |
| 1Y | -20.7% | -91.1% | +70.4% | -20.5% |
| All | +22.3% | -100.0% | +122.3% | +15.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling