+508.7%
ONTO vs AMCR
+28.2%
+480.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | -1.8% | +10.7% | +9.8% |
| 7D | +16.4% | -8.5% | +24.8% | +22.1% |
| 30D | -21.4% | +6.8% | -28.2% | -24.8% |
| 3M | -32.7% | -5.0% | -27.7% | -31.8% |
| 6M | -25.2% | +13.9% | -39.1% | -32.0% |
| YTD | +36.2% | +11.2% | +25.0% | +23.5% |
| 1Y | +61.2% | +11.3% | +49.8% | +45.6% |
| 3Y | +58.7% | +15.4% | +43.3% | +36.9% |
| 5Y | +143.6% | -7.7% | +151.4% | +141.9% |
| All | +508.7% | +28.2% | +480.5% | +438.7% |
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