+449.2%
ONTO vs ARMK
+85.6%
+363.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.2% | +7.8% | +10.0% |
| 7D | +1.4% | +0.9% | +0.5% | +1.6% |
| 30D | -34.1% | -0.4% | -33.8% | -33.4% |
| 3M | -37.1% | -2.0% | -35.1% | -35.7% |
| 6M | -31.8% | +22.0% | -53.8% | -37.3% |
| YTD | +22.9% | +49.6% | -26.7% | +3.1% |
| 1Y | +39.5% | +46.4% | -6.8% | +17.9% |
| 3Y | +57.7% | +103.2% | -45.5% | +15.3% |
| 5Y | +115.8% | +108.1% | +7.7% | +55.5% |
| All | +449.2% | +85.6% | +363.6% | +413.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ARMK.
Daily Out/Under-Performance
Portfolio return minus ARMK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARMK 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 ARMK 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