+45.2%
ONTO vs AMP
+54.6%
-9.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.5% | +12.6% | +12.1% |
| 7D | -14.0% | +2.2% | -16.2% | -15.4% |
| 30D | -43.1% | +2.2% | -45.3% | -44.2% |
| 3M | -35.5% | -10.4% | -25.1% | -31.3% |
| 6M | -41.1% | +5.8% | -46.9% | -45.5% |
| YTD | +9.8% | +3.3% | +6.5% | +1.3% |
| 1Y | +31.5% | +11.1% | +20.5% | +12.9% |
| 3Y | +45.2% | +56.0% | -10.9% | -24.0% |
| All | +45.2% | +54.6% | -9.5% | -24.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling