+91.5%
ONTO vs AME
+66.2%
+25.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.5% | +8.5% | +7.7% |
| 7D | -14.0% | -5.2% | -8.9% | -6.5% |
| 30D | -43.1% | -8.0% | -35.1% | -35.1% |
| 3M | -35.5% | -8.9% | -26.6% | -24.7% |
| 6M | -41.1% | -5.0% | -36.1% | -33.3% |
| YTD | +9.8% | +11.9% | -2.1% | +3.5% |
| 1Y | +31.5% | +16.6% | +14.9% | +18.3% |
| 3Y | +45.2% | +62.5% | -17.3% | -13.8% |
| All | +91.5% | +66.2% | +25.2% | +4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling