+40.0%
ONTO vs AU
+34.7%
+5.3%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -5.6% | +7.3% | +4.0% |
| 7D | -2.4% | +15.3% | -17.7% | -8.0% |
| 30D | -32.9% | -0.3% | -32.6% | -32.8% |
| 3M | -32.2% | -2.9% | -29.3% | -31.9% |
| 6M | -30.6% | -10.7% | -19.9% | -29.6% |
| YTD | +25.1% | +14.0% | +11.1% | +19.5% |
| 1Y | +40.0% | +32.5% | +7.5% | +31.3% |
| All | +40.0% | +34.7% | +5.3% | +31.3% |
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