+390.5%
ONTO vs ARMK
+78.2%
+312.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +4.5% | +6.6% | +9.0% |
| 7D | -14.0% | -2.6% | -11.4% | -12.5% |
| 30D | -43.1% | -5.2% | -37.9% | -41.1% |
| 3M | -35.5% | -6.5% | -29.0% | -32.8% |
| 6M | -41.1% | +15.3% | -56.3% | -44.4% |
| YTD | +9.8% | +43.6% | -33.8% | -6.2% |
| 1Y | +31.5% | +42.1% | -10.5% | +12.6% |
| 3Y | +45.2% | +94.0% | -48.8% | +8.3% |
| 5Y | +86.7% | +96.3% | -9.5% | +37.8% |
| All | +390.5% | +78.2% | +312.3% | +367.1% |
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