+449.2%
ONTO vs AGI
+580.9%
-131.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.6% | +11.5% |
| 7D | +1.4% | +17.4% | -16.0% | -2.3% |
| 30D | -34.1% | -0.9% | -33.2% | -34.1% |
| 3M | -37.1% | -1.6% | -35.5% | -37.2% |
| 6M | -31.8% | -24.7% | -7.1% | -28.6% |
| YTD | +22.9% | -15.3% | +38.2% | +24.9% |
| 1Y | +39.5% | +5.5% | +34.0% | +35.9% |
| 3Y | +57.7% | +154.5% | -96.8% | +27.2% |
| 5Y | +115.8% | +310.6% | -194.8% | +55.9% |
| All | +449.2% | +580.9% | -131.7% | +280.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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