+658.6%
ONTO vs AEE
+69.1%
+589.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.1% | +6.1% |
| 7D | -1.0% | +0.3% | -1.4% | -1.1% |
| 30D | -2.9% | -2.3% | -0.6% | -2.3% |
| 3M | -2.5% | +0.2% | -2.7% | -3.2% |
| 6M | +28.2% | -4.7% | +33.0% | +29.2% |
| YTD | +69.8% | +8.1% | +61.7% | +64.7% |
| 1Y | +162.9% | +8.5% | +154.3% | +154.2% |
| 3Y | +95.9% | +48.9% | +47.1% | +66.6% |
| 5Y | +244.5% | +39.9% | +204.6% | +195.0% |
| All | +658.6% | +69.1% | +589.5% | +551.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling