+476.3%
ONTO vs ACM
+83.1%
+393.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.6% | -3.4% | -3.2% |
| 7D | +17.5% | +5.6% | +11.9% | +13.6% |
| 30D | -15.7% | +20.8% | -36.5% | -25.6% |
| 3M | -39.7% | +11.4% | -51.1% | -44.7% |
| 6M | -26.5% | +0.9% | -27.4% | -30.1% |
| YTD | +29.0% | -24.8% | +53.8% | +49.6% |
| 1Y | +57.0% | -46.4% | +103.4% | +132.0% |
| 3Y | +50.0% | -9.2% | +59.2% | +50.1% |
| 5Y | +127.3% | +5.0% | +122.3% | +104.0% |
| All | +476.3% | +83.1% | +393.2% | +240.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ACM.
Daily Out/Under-Performance
Portfolio return minus ACM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACM 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 10y: compounded portfolio wealth divided by compounded ACM 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…
10y analysis · Full analysis span regression · 6 months rolling