+50.0%
ONTO vs ACI
-31.5%
+81.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.8% | -2.1% | -3.2% |
| 7D | +17.5% | +2.3% | +15.2% | +18.5% |
| 30D | -15.7% | +1.2% | -16.9% | -14.7% |
| 3M | -39.7% | +6.8% | -46.5% | -37.4% |
| 6M | -26.5% | -18.7% | -7.8% | -27.6% |
| YTD | +29.0% | -20.2% | +49.2% | +27.2% |
| 1Y | +57.0% | -23.7% | +80.7% | +53.5% |
| 3Y | +50.0% | -31.6% | +81.6% | +47.2% |
| All | +50.0% | -31.5% | +81.5% | +47.2% |
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