+390.5%
ONTO vs AR
+1,212.0%
-821.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.8% | +11.9% | +11.2% |
| 7D | -14.0% | -14.3% | +0.2% | -11.6% |
| 30D | -43.1% | +1.4% | -44.5% | -43.2% |
| 3M | -35.5% | +3.4% | -38.9% | -36.2% |
| 6M | -41.1% | -2.1% | -39.0% | -41.5% |
| YTD | +9.8% | +4.7% | +5.1% | +6.8% |
| 1Y | +31.5% | +10.6% | +20.9% | +26.4% |
| 3Y | +45.2% | +24.6% | +20.6% | +35.3% |
| 5Y | +86.7% | +71.9% | +14.8% | +61.8% |
| All | +390.5% | +1,212.0% | -821.5% | +172.9% |
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