+695.7%
ONTO vs AGI
+660.7%
+35.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.3% | +5.2% |
| 7D | +9.7% | +4.4% | +5.3% | +8.6% |
| 30D | -8.8% | +10.0% | -18.8% | -10.7% |
| 3M | +4.5% | +1.7% | +2.8% | +3.4% |
| 6M | +56.4% | -26.8% | +83.2% | +64.6% |
| YTD | +78.1% | -5.3% | +83.4% | +77.4% |
| 1Y | +171.3% | +11.5% | +159.8% | +161.2% |
| 3Y | +118.7% | +212.9% | -94.3% | +69.5% |
| 5Y | +269.4% | +388.8% | -119.4% | +157.9% |
| All | +695.7% | +660.7% | +35.0% | +440.5% |
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