+449.2%
ONTO vs AMP
+288.4%
+160.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.7% | +8.3% | +9.5% |
| 7D | +1.4% | +3.1% | -1.7% | -0.7% |
| 30D | -34.1% | +3.9% | -38.0% | -36.1% |
| 3M | -37.1% | -5.8% | -31.3% | -35.2% |
| 6M | -31.8% | +12.1% | -43.9% | -38.9% |
| YTD | +22.9% | +7.1% | +15.8% | +12.6% |
| 1Y | +39.5% | +14.2% | +25.3% | +22.0% |
| 3Y | +57.7% | +62.5% | -4.8% | +8.9% |
| 5Y | +115.8% | +82.6% | +33.2% | +37.6% |
| All | +449.2% | +288.4% | +160.8% | +113.6% |
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