+91.5%
ONTO vs AFL
+143.8%
-52.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.7% | +12.8% | +11.4% |
| 7D | -14.0% | +0.1% | -14.2% | -14.2% |
| 30D | -43.1% | +10.0% | -53.1% | -44.4% |
| 3M | -35.5% | -1.6% | -34.0% | -35.4% |
| 6M | -41.1% | +10.5% | -51.6% | -43.6% |
| YTD | +9.8% | +14.3% | -4.5% | +3.1% |
| 1Y | +31.5% | +11.4% | +20.1% | +24.7% |
| 3Y | +45.2% | +62.4% | -17.3% | +9.3% |
| All | +91.5% | +143.8% | -52.3% | +2.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling