+68.1%
ONTO vs ACM
+1.8%
+66.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.2% | -13.4% | -14.3% |
| 7D | -29.7% | +5.1% | -34.8% | -31.9% |
| 30D | -50.3% | +11.5% | -61.8% | -53.7% |
| 3M | -43.5% | -10.5% | -33.0% | -40.6% |
| 6M | -48.9% | -20.4% | -28.5% | -42.0% |
| YTD | -1.2% | -28.9% | +27.7% | +20.8% |
| 1Y | +14.9% | -48.7% | +63.6% | +84.3% |
| 3Y | +31.2% | -12.5% | +43.7% | +29.6% |
| 5Y | +68.1% | +0.5% | +67.5% | +44.2% |
| All | +68.1% | +1.8% | +66.3% | +44.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling