+459.0%
ONTO vs AMP
+289.7%
+169.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +0.3% | +1.5% | +1.6% |
| 7D | -2.4% | +3.3% | -5.7% | -4.5% |
| 30D | -32.9% | +4.2% | -37.2% | -35.1% |
| 3M | -32.2% | -6.4% | -25.8% | -29.8% |
| 6M | -30.6% | +12.4% | -43.0% | -37.9% |
| YTD | +25.1% | +7.4% | +17.7% | +14.4% |
| 1Y | +40.0% | +14.7% | +25.3% | +22.1% |
| 3Y | +45.7% | +60.8% | -15.1% | +1.3% |
| 5Y | +128.8% | +83.4% | +45.4% | +45.5% |
| All | +459.0% | +289.7% | +169.4% | +116.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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