+9.3%
ONTO vs AHR
+395.3%
-386.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +3.3% | +7.7% | +11.1% |
| 7D | -14.0% | +8.2% | -22.2% | -14.0% |
| 30D | -43.1% | +17.3% | -60.4% | -43.1% |
| 3M | -35.5% | +6.4% | -41.9% | -35.4% |
| 6M | -41.1% | +16.9% | -58.0% | -41.6% |
| YTD | +9.8% | +24.9% | -15.1% | +7.8% |
| 1Y | +31.5% | +23.3% | +8.2% | +29.3% |
| All | +9.3% | +395.3% | -386.0% | -17.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling