+22.4%
ONTO vs AHR
+404.3%
-381.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +1.8% | +10.2% | +12.0% |
| 7D | +1.4% | +9.6% | -8.2% | +1.4% |
| 30D | -34.1% | +16.1% | -50.2% | -34.2% |
| 3M | -37.1% | +4.4% | -41.5% | -36.8% |
| 6M | -31.8% | +15.1% | -47.0% | -32.1% |
| YTD | +22.9% | +27.2% | -4.3% | +20.7% |
| 1Y | +39.5% | +21.7% | +17.8% | +37.5% |
| All | +22.4% | +404.3% | -381.9% | -7.5% |
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