+449.2%
ONTO vs AFL
+175.5%
+273.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.9% | +11.0% | +11.5% |
| 7D | +1.4% | +0.5% | +0.9% | +0.9% |
| 30D | -34.1% | +9.3% | -43.4% | -37.5% |
| 3M | -37.1% | +1.0% | -38.1% | -38.0% |
| 6M | -31.8% | +11.8% | -43.7% | -37.6% |
| YTD | +22.9% | +15.3% | +7.6% | +9.9% |
| 1Y | +39.5% | +12.1% | +27.5% | +26.5% |
| 3Y | +57.7% | +65.0% | -7.3% | +7.2% |
| 5Y | +115.8% | +149.1% | -33.3% | +8.8% |
| All | +449.2% | +175.5% | +273.8% | +167.0% |
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