+40.0%
ONTO vs AVTR
+34.2%
+5.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -2.1% | +3.9% | +1.9% |
| 7D | -2.4% | -0.1% | -2.3% | -2.4% |
| 30D | -32.9% | -0.6% | -32.3% | -32.9% |
| 3M | -32.2% | +13.4% | -45.6% | -32.4% |
| 6M | -30.6% | +87.4% | -118.0% | -37.5% |
| YTD | +25.1% | +35.9% | -10.7% | +18.5% |
| 1Y | +40.0% | +35.4% | +4.6% | +30.8% |
| All | +40.0% | +34.2% | +5.8% | +30.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AVTR.
Daily Out/Under-Performance
Portfolio return minus AVTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVTR 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 AVTR 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