+238.0%
ONTO vs ARMK
+144.6%
+93.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.9% | +7.0% | +6.8% |
| 7D | -1.0% | -2.4% | +1.4% | +0.6% |
| 30D | -2.9% | 0.0% | -2.9% | -2.8% |
| 3M | -2.5% | +6.7% | -9.1% | -6.5% |
| 6M | +28.2% | +38.8% | -10.6% | +1.7% |
| YTD | +69.8% | +55.2% | +14.6% | +24.0% |
| 1Y | +162.9% | +46.6% | +116.3% | +99.0% |
| 3Y | +95.9% | +112.9% | -17.0% | +10.3% |
| All | +238.0% | +144.6% | +93.4% | +72.5% |
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