+712.2%
ONTO vs ACI
+25.9%
+686.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.3% | +6.5% | +6.1% |
| 7D | -1.0% | +0.2% | -1.2% | -1.0% |
| 30D | -2.9% | +5.9% | -8.8% | -2.6% |
| 3M | -2.5% | -19.8% | +17.3% | -2.5% |
| 6M | +28.2% | -24.7% | +53.0% | +28.0% |
| YTD | +69.8% | -24.4% | +94.2% | +69.5% |
| 1Y | +162.9% | -31.5% | +194.4% | +163.3% |
| 3Y | +95.9% | -38.7% | +134.6% | +96.5% |
| 5Y | +244.5% | -42.8% | +287.3% | +242.6% |
| All | +712.2% | +25.9% | +686.3% | +654.2% |
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 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