+695.7%
ONTO vs AFL
+153.3%
+542.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.7% | +6.6% | +5.8% |
| 7D | +9.7% | -0.7% | +10.4% | +10.0% |
| 30D | -8.8% | -7.1% | -1.7% | -5.4% |
| 3M | +4.5% | +0.4% | +4.1% | +2.6% |
| 6M | +56.4% | +4.5% | +51.9% | +49.0% |
| YTD | +78.1% | +6.1% | +72.0% | +67.6% |
| 1Y | +171.3% | +10.6% | +160.7% | +147.2% |
| 3Y | +118.7% | +64.0% | +54.6% | +48.3% |
| 5Y | +269.4% | +133.7% | +135.7% | +93.2% |
| All | +695.7% | +153.3% | +542.3% | +307.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AFL.
Daily Out/Under-Performance
Portfolio return minus AFL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AFL 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 AFL 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