+99.7%
ONTO vs AR
+40.7%
+59.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.7% | +6.9% | +6.3% |
| 7D | -1.0% | +2.5% | -3.5% | -1.7% |
| 30D | -2.9% | +14.8% | -17.7% | -6.4% |
| 3M | -2.5% | +6.2% | -8.7% | -4.4% |
| 6M | +28.2% | +4.3% | +23.9% | +24.9% |
| YTD | +69.8% | +14.4% | +55.4% | +58.9% |
| 1Y | +162.9% | +21.3% | +141.5% | +139.2% |
| All | +99.7% | +40.7% | +59.0% | +71.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling