+390.5%
ONTO vs AEE
+80.5%
+309.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.0% | +11.1% |
| 7D | -14.0% | +2.1% | -16.1% | -14.5% |
| 30D | -43.1% | +11.4% | -54.5% | -44.8% |
| 3M | -35.5% | +5.0% | -40.5% | -36.4% |
| 6M | -41.1% | +4.4% | -45.5% | -42.2% |
| YTD | +9.8% | +15.4% | -5.6% | +4.5% |
| 1Y | +31.5% | +13.8% | +17.7% | +25.6% |
| 3Y | +45.2% | +58.0% | -12.8% | +21.6% |
| 5Y | +86.7% | +52.9% | +33.8% | +55.3% |
| All | +390.5% | +80.5% | +309.9% | +313.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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