+449.2%
ONTO vs AEE
+82.4%
+366.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.0% | +10.9% | +11.7% |
| 7D | +1.4% | +2.3% | -1.0% | +0.8% |
| 30D | -34.1% | +11.6% | -45.7% | -36.1% |
| 3M | -37.1% | +5.5% | -42.6% | -38.0% |
| 6M | -31.8% | +6.0% | -37.9% | -33.4% |
| YTD | +22.9% | +16.6% | +6.3% | +16.8% |
| 1Y | +39.5% | +12.1% | +27.5% | +33.9% |
| 3Y | +57.7% | +64.2% | -6.6% | +30.2% |
| 5Y | +115.8% | +59.1% | +56.7% | +76.5% |
| All | +449.2% | +82.4% | +366.8% | +361.9% |
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