+658.6%
ONTO vs AFL
+157.8%
+500.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AFL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.7% |
| 7D | -1.0% | +0.6% | -1.6% | -1.4% |
| 30D | -2.9% | -6.2% | +3.3% | +0.2% |
| 3M | -2.5% | +2.2% | -4.6% | -5.3% |
| 6M | +28.2% | +5.3% | +22.9% | +21.9% |
| YTD | +69.8% | +8.0% | +61.8% | +58.4% |
| 1Y | +162.9% | +10.2% | +152.6% | +140.4% |
| 3Y | +95.9% | +67.1% | +28.9% | +31.6% |
| 5Y | +244.5% | +135.6% | +108.9% | +79.8% |
| All | +658.6% | +157.8% | +500.8% | +285.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling