+460.1%
ONTO vs ACI
+39.5%
+420.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +3.5% | -12.2% | -8.4% |
| 7D | -17.4% | +4.5% | -21.9% | -17.0% |
| 30D | -43.2% | +20.9% | -64.1% | -42.3% |
| 3M | -35.7% | +15.2% | -51.0% | -34.9% |
| 6M | -38.3% | -13.3% | -25.0% | -37.7% |
| YTD | +17.1% | -16.2% | +33.3% | +18.2% |
| 1Y | +43.1% | -16.9% | +60.0% | +44.5% |
| 3Y | +55.4% | -30.8% | +86.3% | +57.4% |
| 5Y | +111.2% | -39.4% | +150.6% | +113.1% |
| All | +460.1% | +39.5% | +420.5% | +425.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling