-41.1%
ONTO vs AU
-3.0%
-38.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +5.0% | +6.1% | +8.8% |
| 7D | -14.0% | +16.5% | -30.6% | -20.4% |
| 30D | -43.1% | +3.3% | -46.3% | -43.7% |
| 3M | -35.5% | +6.8% | -42.3% | -38.4% |
| 6M | -41.1% | -3.9% | -37.1% | -43.1% |
| All | -41.1% | -3.0% | -38.1% | -43.1% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling