+91.5%
ONTO vs AR
+71.8%
+19.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -0.8% | +11.9% | +11.3% |
| 7D | -14.0% | -14.3% | +0.2% | -10.9% |
| 30D | -43.1% | +1.4% | -44.5% | -43.3% |
| 3M | -35.5% | +3.4% | -38.9% | -36.5% |
| 6M | -41.1% | -2.1% | -39.0% | -41.6% |
| YTD | +9.8% | +4.7% | +5.1% | +5.3% |
| 1Y | +31.5% | +10.6% | +20.9% | +23.8% |
| 3Y | +45.2% | +24.6% | +20.6% | +30.5% |
| All | +91.5% | +71.8% | +19.7% | +60.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling