+423.1%
ONTO vs AR
+1,261.1%
-838.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | -6.3% | -2.4% | -7.6% |
| 7D | -17.4% | -11.1% | -6.3% | -15.7% |
| 30D | -43.2% | +7.9% | -51.1% | -44.0% |
| 3M | -35.7% | +4.9% | -40.6% | -36.6% |
| 6M | -38.3% | -5.3% | -33.0% | -38.3% |
| YTD | +17.1% | +8.6% | +8.5% | +13.1% |
| 1Y | +43.1% | +13.7% | +29.5% | +36.8% |
| 3Y | +55.4% | +22.8% | +32.7% | +45.1% |
| 5Y | +111.2% | +82.0% | +29.2% | +81.3% |
| All | +423.1% | +1,261.1% | -838.0% | +189.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling