+390.5%
ONTO vs ACM
+73.4%
+317.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.1% | +11.1% |
| 7D | -14.0% | +5.4% | -19.4% | -17.0% |
| 30D | -43.1% | +15.1% | -58.2% | -48.3% |
| 3M | -35.5% | -10.5% | -25.0% | -32.6% |
| 6M | -41.1% | -19.7% | -21.4% | -34.6% |
| YTD | +9.8% | -28.8% | +38.6% | +31.6% |
| 1Y | +31.5% | -47.9% | +79.4% | +96.7% |
| 3Y | +45.2% | -12.4% | +57.5% | +48.3% |
| 5Y | +86.7% | +0.6% | +86.1% | +71.9% |
| All | +390.5% | +73.4% | +317.1% | +199.5% |
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