+68.1%
ONTO vs ARMK
+90.4%
-22.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.9% | -11.7% | -12.7% |
| 7D | -29.7% | -10.2% | -19.5% | -23.3% |
| 30D | -50.3% | -9.3% | -41.0% | -46.0% |
| 3M | -43.5% | -11.4% | -32.1% | -37.6% |
| 6M | -48.9% | +11.6% | -60.5% | -52.4% |
| YTD | -1.2% | +37.5% | -38.7% | -21.0% |
| 1Y | +14.9% | +34.9% | -20.0% | -7.3% |
| 3Y | +31.2% | +83.4% | -52.2% | -18.2% |
| 5Y | +68.1% | +87.9% | -19.8% | -9.4% |
| All | +68.1% | +90.4% | -22.3% | -9.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling