+390.5%
ONTO vs AGI
+565.0%
-174.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.4% | +8.7% | +10.6% |
| 7D | -14.0% | +16.0% | -30.0% | -17.0% |
| 30D | -43.1% | +1.0% | -44.0% | -43.4% |
| 3M | -35.5% | +2.5% | -38.0% | -36.1% |
| 6M | -41.1% | -24.0% | -17.0% | -38.4% |
| YTD | +9.8% | -17.2% | +27.0% | +12.0% |
| 1Y | +31.5% | +4.9% | +26.6% | +28.2% |
| 3Y | +45.2% | +142.6% | -97.4% | +18.1% |
| 5Y | +86.7% | +315.2% | -228.5% | +34.6% |
| All | +390.5% | +565.0% | -174.6% | +241.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling