+45.2%
ONTO vs ACI
-35.7%
+80.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.4% | +14.5% | +9.8% |
| 7D | -14.0% | -2.2% | -11.8% | -14.5% |
| 30D | -43.1% | +10.3% | -53.4% | -40.6% |
| 3M | -35.5% | +7.2% | -42.7% | -33.0% |
| 6M | -41.1% | -18.0% | -23.1% | -42.0% |
| YTD | +9.8% | -22.0% | +31.8% | +7.3% |
| 1Y | +31.5% | -23.4% | +54.9% | +28.1% |
| 3Y | +45.2% | -35.8% | +81.0% | +41.5% |
| All | +45.2% | -35.7% | +80.8% | +41.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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