+64.5%
ONTO vs AS
+120.4%
-55.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +3.6% | +2.6% | +4.7% |
| 7D | -1.0% | -4.9% | +3.9% | +1.0% |
| 30D | -2.9% | -19.6% | +16.7% | +5.4% |
| 3M | -2.5% | -14.4% | +11.9% | +2.4% |
| 6M | +28.2% | -20.1% | +48.3% | +38.3% |
| YTD | +69.8% | -20.9% | +90.7% | +82.9% |
| 1Y | +162.9% | -21.9% | +184.7% | +182.9% |
| All | +64.5% | +120.4% | -55.9% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AS.
Daily Out/Under-Performance
Portfolio return minus AS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AS 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 AS 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