+43.1%
ONTO vs AMRZ
-11.5%
+54.7%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +5.2% | -13.9% | -9.7% |
| 7D | -17.4% | +10.3% | -27.7% | -19.5% |
| 30D | -43.2% | +18.7% | -61.9% | -45.8% |
| 3M | -35.7% | -14.6% | -21.1% | -32.8% |
| 6M | -38.3% | -12.9% | -25.4% | -36.8% |
| YTD | +17.1% | -17.4% | +34.4% | +24.4% |
| 1Y | +43.1% | -12.3% | +55.5% | +49.3% |
| All | +43.1% | -11.5% | +54.7% | +49.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 1y: compounded portfolio wealth divided by compounded AMRZ 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…
1y analysis · Full analysis span regression · 6 months rolling