+390.5%
ONTO vs AMP
+274.6%
+115.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.5% | +12.6% | +12.1% |
| 7D | -14.0% | +2.2% | -16.2% | -15.5% |
| 30D | -43.1% | +2.2% | -45.3% | -44.3% |
| 3M | -35.5% | -10.4% | -25.1% | -31.5% |
| 6M | -41.1% | +5.8% | -46.9% | -45.0% |
| YTD | +9.8% | +3.3% | +6.5% | +2.9% |
| 1Y | +31.5% | +11.1% | +20.5% | +17.0% |
| 3Y | +45.2% | +56.0% | -10.9% | +2.8% |
| 5Y | +86.7% | +76.1% | +10.6% | +21.8% |
| All | +390.5% | +274.6% | +115.9% | +95.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling