+449.2%
ONTO vs AMCR
+30.4%
+418.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +0.6% | +11.4% | +11.7% |
| 7D | +1.4% | -7.9% | +9.3% | +5.7% |
| 30D | -34.1% | +8.2% | -42.3% | -37.3% |
| 3M | -37.1% | -4.3% | -32.7% | -36.3% |
| 6M | -31.8% | +16.6% | -48.4% | -38.8% |
| YTD | +22.9% | +13.1% | +9.8% | +10.6% |
| 1Y | +39.5% | +14.4% | +25.1% | +24.3% |
| 3Y | +57.7% | +18.4% | +39.3% | +34.4% |
| 5Y | +115.8% | -5.8% | +121.6% | +112.2% |
| All | +449.2% | +30.4% | +418.8% | +382.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling