+476.3%
ONTO vs AR
+1,308.7%
-832.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | +17.5% | +7.4% | +10.1% | +16.1% |
| 30D | -15.7% | +5.8% | -21.4% | -16.5% |
| 3M | -39.7% | +5.2% | -44.9% | -40.5% |
| 6M | -26.5% | +5.4% | -31.9% | -27.9% |
| YTD | +29.0% | +12.4% | +16.6% | +24.0% |
| 1Y | +57.0% | +12.8% | +44.1% | +50.6% |
| 3Y | +50.0% | +47.2% | +2.8% | +36.2% |
| 5Y | +127.3% | +101.1% | +26.1% | +92.2% |
| All | +476.3% | +1,308.7% | -832.4% | +216.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 10y: compounded portfolio wealth divided by compounded AR 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…
10y analysis · Full analysis span regression · 6 months rolling