+695.7%
ONTO vs AEE
+70.8%
+624.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +1.0% | +3.9% | +4.6% |
| 7D | +9.7% | +1.3% | +8.3% | +9.3% |
| 30D | -8.8% | -1.2% | -7.6% | -8.5% |
| 3M | +4.5% | +1.0% | +3.5% | +3.6% |
| 6M | +56.4% | -2.3% | +58.7% | +56.4% |
| YTD | +78.1% | +9.1% | +68.9% | +72.4% |
| 1Y | +171.3% | +10.6% | +160.7% | +160.9% |
| 3Y | +118.7% | +48.5% | +70.2% | +86.5% |
| 5Y | +269.4% | +39.9% | +229.5% | +217.5% |
| All | +695.7% | +70.8% | +624.9% | +581.8% |
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