+54.5%
ONTO vs AMP
+59.7%
-5.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.3% | -1.2% | -1.7% |
| 7D | +34.4% | +1.2% | +33.3% | +33.5% |
| 30D | -20.4% | +4.4% | -24.9% | -22.9% |
| 3M | -37.8% | -8.8% | -29.0% | -34.3% |
| 6M | -24.6% | +9.9% | -34.5% | -32.0% |
| YTD | +32.8% | +6.1% | +26.7% | +20.7% |
| 1Y | +54.7% | +10.6% | +44.1% | +35.1% |
| All | +54.5% | +59.7% | -5.3% | -15.4% |
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