+390.5%
ONTO vs AME
+164.7%
+225.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.5% | +8.5% | +8.3% |
| 7D | -14.0% | -5.2% | -8.9% | -7.9% |
| 30D | -43.1% | -8.0% | -35.1% | -36.6% |
| 3M | -35.5% | -8.9% | -26.6% | -26.7% |
| 6M | -41.1% | -5.0% | -36.1% | -34.5% |
| YTD | +9.8% | +11.9% | -2.1% | +5.0% |
| 1Y | +31.5% | +16.6% | +14.9% | +20.9% |
| 3Y | +45.2% | +62.5% | -17.3% | -2.3% |
| 5Y | +86.7% | +67.6% | +19.1% | +23.3% |
| All | +390.5% | +164.7% | +225.8% | +124.6% |
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