+459.0%
ONTO vs AU
+425.6%
+33.4%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.6% | +7.3% | +2.9% |
| 7D | -2.4% | +15.3% | -17.7% | -5.2% |
| 30D | -32.9% | -0.3% | -32.6% | -32.9% |
| 3M | -32.2% | -2.9% | -29.3% | -32.0% |
| 6M | -30.6% | -10.7% | -19.9% | -29.7% |
| YTD | +25.1% | +14.0% | +11.1% | +21.4% |
| 1Y | +40.0% | +32.5% | +7.5% | +32.4% |
| 3Y | +45.7% | +557.9% | -512.2% | +3.6% |
| 5Y | +128.8% | +441.0% | -312.2% | +60.1% |
| All | +459.0% | +425.6% | +33.4% | +260.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling