+695.7%
ONTO vs AMCR
+28.1%
+667.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.8% | +6.7% | +5.9% |
| 7D | +9.7% | -1.8% | +11.5% | +10.6% |
| 30D | -8.8% | -6.0% | -2.8% | -6.0% |
| 3M | +4.5% | +18.9% | -14.4% | -6.3% |
| 6M | +56.4% | +5.7% | +50.8% | +49.0% |
| YTD | +78.1% | +11.1% | +67.0% | +63.1% |
| 1Y | +171.3% | +14.4% | +156.8% | +142.7% |
| 3Y | +118.7% | +13.0% | +105.7% | +92.5% |
| 5Y | +269.4% | -7.5% | +276.9% | +269.7% |
| All | +695.7% | +28.1% | +667.6% | +611.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMCR.
Daily Out/Under-Performance
Portfolio return minus AMCR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMCR 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded AMCR 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling