+69.6%
ONTO vs AHR
+360.2%
-290.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.5% | -3.9% | -3.4% |
| 7D | +6.5% | -3.0% | +9.6% | +6.6% |
| 30D | -15.9% | +2.6% | -18.5% | -16.0% |
| 3M | -0.2% | +16.0% | -16.2% | -2.3% |
| 6M | +38.7% | +3.1% | +35.7% | +38.1% |
| YTD | +70.4% | +16.0% | +54.3% | +67.0% |
| 1Y | +153.6% | +28.0% | +125.6% | +146.1% |
| All | +69.6% | +360.2% | -290.5% | +28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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