+130.7%
ONTO vs AEE
+56.4%
+74.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -4.0% | -2.8% |
| 7D | +17.5% | +1.7% | +15.8% | +17.6% |
| 30D | -15.7% | +9.7% | -25.4% | -15.4% |
| 3M | -39.7% | +5.9% | -45.6% | -39.5% |
| 6M | -26.5% | +6.7% | -33.2% | -26.5% |
| YTD | +29.0% | +17.4% | +11.6% | +28.8% |
| 1Y | +57.0% | +12.7% | +44.3% | +56.9% |
| 3Y | +50.0% | +68.2% | -18.2% | +44.8% |
| All | +130.7% | +56.4% | +74.3% | +127.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling