+341.5%
ONTO vs AR
+1,222.9%
-881.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.8% | -12.8% | -15.1% |
| 7D | -29.7% | -11.7% | -18.0% | -28.1% |
| 30D | -50.3% | +1.8% | -52.1% | -50.4% |
| 3M | -43.5% | +6.0% | -49.5% | -44.3% |
| 6M | -48.9% | -7.0% | -41.8% | -48.7% |
| YTD | -1.2% | +5.6% | -6.8% | -4.0% |
| 1Y | +14.9% | +10.8% | +4.1% | +10.4% |
| 3Y | +31.2% | +19.3% | +11.9% | +23.1% |
| 5Y | +68.1% | +73.3% | -5.2% | +45.5% |
| All | +341.5% | +1,222.9% | -881.4% | +145.4% |
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