+476.3%
ONTO vs AME
+180.2%
+296.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.3% | -3.4% |
| 7D | +17.5% | +5.9% | +11.6% | +10.8% |
| 30D | -15.7% | -1.9% | -13.7% | -12.1% |
| 3M | -39.7% | -5.4% | -34.4% | -34.3% |
| 6M | -26.5% | +4.9% | -31.4% | -26.2% |
| YTD | +29.0% | +18.5% | +10.5% | +16.3% |
| 1Y | +57.0% | +25.5% | +31.5% | +33.9% |
| 3Y | +50.0% | +63.0% | -13.0% | -0.1% |
| 5Y | +127.3% | +78.3% | +48.9% | +41.0% |
| All | +476.3% | +180.2% | +296.1% | +148.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 AME 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