+162.9%
ONTO vs AU
+100.5%
+62.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -2.3% | +8.5% | +7.0% |
| 7D | -1.0% | -3.6% | +2.6% | +0.3% |
| 30D | -2.9% | +23.9% | -26.8% | -11.1% |
| 3M | -2.5% | +19.1% | -21.5% | -10.2% |
| 6M | +28.2% | -0.2% | +28.4% | +23.8% |
| YTD | +69.8% | +32.5% | +37.3% | +48.8% |
| 1Y | +162.9% | +96.9% | +65.9% | +98.3% |
| All | +162.9% | +100.5% | +62.4% | +98.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1y: compounded portfolio wealth divided by compounded AU 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…
1y analysis · Full analysis span regression · 6 months rolling