+390.5%
ONTO vs ALK
-44.1%
+434.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +0.6% | +10.5% | +10.8% |
| 7D | -14.0% | +9.0% | -23.1% | -18.1% |
| 30D | -43.1% | -1.6% | -41.4% | -43.2% |
| 3M | -35.5% | -23.2% | -12.3% | -28.0% |
| 6M | -41.1% | -3.9% | -37.2% | -41.1% |
| YTD | +9.8% | -22.6% | +32.4% | +19.7% |
| 1Y | +31.5% | -5.3% | +36.8% | +30.3% |
| 3Y | +45.2% | +18.6% | +26.6% | +21.0% |
| 5Y | +86.7% | -34.4% | +121.1% | +101.1% |
| All | +390.5% | -44.1% | +434.6% | +396.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ALK.
Daily Out/Under-Performance
Portfolio return minus ALK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALK 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 ALK 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