+341.5%
ONTO vs AME
+158.1%
+183.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -5.9% | -9.7% | -9.2% |
| 7D | -29.7% | -11.4% | -18.3% | -18.9% |
| 30D | -50.3% | -12.1% | -38.2% | -41.9% |
| 3M | -43.5% | -12.3% | -31.1% | -33.2% |
| 6M | -48.9% | -4.6% | -44.2% | -43.5% |
| YTD | -1.2% | +9.1% | -10.3% | -3.1% |
| 1Y | +14.9% | +13.3% | +1.6% | +8.7% |
| 3Y | +31.2% | +58.2% | -27.0% | -9.3% |
| 5Y | +68.1% | +63.4% | +4.6% | +13.9% |
| All | +341.5% | +158.1% | +183.4% | +107.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling