+54.7%
ONTO vs AHR
+22.0%
+32.7%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.0% | -1.5% | -2.6% |
| 7D | +34.4% | +4.6% | +29.8% | +35.3% |
| 30D | -20.4% | +11.6% | -32.1% | -18.6% |
| 3M | -37.8% | +12.0% | -49.9% | -36.2% |
| 6M | -24.6% | +15.0% | -39.6% | -22.5% |
| YTD | +32.8% | +26.5% | +6.3% | +31.3% |
| 1Y | +54.7% | +25.0% | +29.7% | +53.6% |
| All | +54.7% | +22.0% | +32.7% | +53.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling