+99.7%
ONTO vs AME
+50.7%
+49.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.5% | +4.7% | +4.2% |
| 7D | -1.0% | +0.6% | -1.6% | -1.7% |
| 30D | -2.9% | -6.7% | +3.8% | +7.0% |
| 3M | -2.5% | +4.1% | -6.5% | -4.3% |
| 6M | +28.2% | +1.6% | +26.6% | +30.2% |
| YTD | +69.8% | +16.1% | +53.6% | +49.6% |
| 1Y | +162.9% | +27.3% | +135.6% | +108.9% |
| All | +99.7% | +50.7% | +49.0% | +25.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling