+30.7%
ONTO vs AR
+20.9%
+9.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.8% | -12.8% | -15.0% |
| 7D | -29.7% | -11.7% | -18.0% | -27.8% |
| 30D | -50.3% | +1.8% | -52.1% | -50.4% |
| 3M | -43.5% | +6.0% | -49.5% | -44.6% |
| 6M | -48.9% | -7.0% | -41.8% | -48.4% |
| YTD | -1.2% | +5.6% | -6.8% | -6.0% |
| 1Y | +14.9% | +10.8% | +4.1% | +6.7% |
| All | +30.7% | +20.9% | +9.7% | +10.7% |
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