+238.0%
ONTO vs ALK
-25.3%
+263.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ALK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.6% | +5.4% |
| 7D | -1.0% | -0.7% | -0.4% | -0.7% |
| 30D | -2.9% | -19.2% | +16.3% | +7.6% |
| 3M | -2.5% | -1.5% | -0.9% | -2.0% |
| 6M | +28.2% | -13.1% | +41.3% | +35.0% |
| YTD | +69.8% | -16.4% | +86.2% | +80.7% |
| 1Y | +162.9% | -33.1% | +196.0% | +207.0% |
| 3Y | +95.9% | +0.6% | +95.3% | +75.9% |
| All | +238.0% | -25.3% | +263.3% | +247.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling