+50.0%
ONTO vs AFL
+67.6%
-17.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -2.6% |
| 7D | +17.5% | +2.9% | +14.6% | +18.4% |
| 30D | -15.7% | +8.0% | -23.6% | -13.8% |
| 3M | -39.7% | +5.9% | -45.6% | -38.4% |
| 6M | -26.5% | +11.6% | -38.1% | -24.8% |
| YTD | +29.0% | +17.5% | +11.5% | +31.4% |
| 1Y | +57.0% | +13.3% | +43.7% | +60.6% |
| 3Y | +50.0% | +67.0% | -17.0% | +61.1% |
| All | +50.0% | +67.6% | -17.6% | +61.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling