+341.5%
ONTO vs ARMK
+70.6%
+271.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARMK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.9% | -11.7% | -13.8% |
| 7D | -29.7% | -10.2% | -19.5% | -25.7% |
| 30D | -50.3% | -9.3% | -41.0% | -47.6% |
| 3M | -43.5% | -11.4% | -32.1% | -39.7% |
| 6M | -48.9% | +11.6% | -60.5% | -51.1% |
| YTD | -1.2% | +37.5% | -38.7% | -13.9% |
| 1Y | +14.9% | +34.9% | -20.0% | +0.7% |
| 3Y | +31.2% | +83.4% | -52.2% | +0.3% |
| 5Y | +68.1% | +87.9% | -19.8% | +26.5% |
| All | +341.5% | +70.6% | +271.0% | +328.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling