+238.0%
ONTO vs AMP
+121.7%
+116.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.8% | +7.0% | +6.8% |
| 7D | -1.0% | +0.2% | -1.2% | -1.3% |
| 30D | -2.9% | -0.1% | -2.8% | -3.3% |
| 3M | -2.5% | +23.6% | -26.0% | -20.0% |
| 6M | +28.2% | +20.4% | +7.9% | +7.2% |
| YTD | +69.8% | +15.4% | +54.3% | +44.8% |
| 1Y | +162.9% | +11.0% | +151.9% | +131.3% |
| 3Y | +95.9% | +70.5% | +25.5% | +15.9% |
| All | +238.0% | +121.7% | +116.3% | +59.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling