+658.6%
ONTO vs AMCR
+26.5%
+632.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMCR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.2% | +6.4% | +6.3% |
| 7D | -1.0% | -1.9% | +0.8% | 0.0% |
| 30D | -2.9% | -4.1% | +1.2% | -0.9% |
| 3M | -2.5% | +21.7% | -24.1% | -13.6% |
| 6M | +28.2% | +1.5% | +26.7% | +25.2% |
| YTD | +69.8% | +13.1% | +56.7% | +54.1% |
| 1Y | +162.9% | +13.0% | +149.9% | +137.4% |
| 3Y | +95.9% | +6.9% | +89.0% | +78.8% |
| 5Y | +244.5% | -10.5% | +254.9% | +251.3% |
| All | +658.6% | +26.5% | +632.1% | +584.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling