+171.3%
ONTO vs AGI
+11.7%
+159.6%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.4% | +6.3% | +5.3% |
| 7D | +9.7% | +4.4% | +5.3% | +8.0% |
| 30D | -8.8% | +10.0% | -18.8% | -11.6% |
| 3M | +4.5% | +1.7% | +2.8% | +2.5% |
| 6M | +56.4% | -26.8% | +83.2% | +67.2% |
| YTD | +78.1% | -5.3% | +83.4% | +77.2% |
| 1Y | +171.3% | +11.5% | +159.8% | +154.7% |
| All | +171.3% | +11.7% | +159.6% | +154.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling