-4.3%
ONTO vs AS
+133.7%
-138.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -2.3% | -13.3% | -14.7% |
| 7D | -29.7% | +7.1% | -36.8% | -31.7% |
| 30D | -50.3% | +12.8% | -63.1% | -52.8% |
| 3M | -43.5% | -14.7% | -28.8% | -40.3% |
| 6M | -48.9% | -9.9% | -38.9% | -47.8% |
| YTD | -1.2% | -16.1% | +15.0% | +3.5% |
| 1Y | +14.9% | +0.2% | +14.7% | +11.7% |
| All | -4.3% | +133.7% | -138.0% | -29.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling