+45.2%
ONTO vs AMCR
+16.4%
+28.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -2.1% | +13.2% | +11.8% |
| 7D | -14.0% | -5.3% | -8.7% | -12.6% |
| 30D | -43.1% | +8.7% | -51.8% | -45.0% |
| 3M | -35.5% | -3.3% | -32.2% | -35.0% |
| 6M | -41.1% | +15.1% | -56.1% | -45.3% |
| YTD | +9.8% | +12.4% | -2.7% | +1.5% |
| 1Y | +31.5% | +15.8% | +15.7% | +19.6% |
| 3Y | +45.2% | +16.7% | +28.4% | +35.0% |
| All | +45.2% | +16.4% | +28.8% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling