+57.0%
ONTO vs AVTR
+36.1%
+20.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | +17.5% | +0.5% | +17.1% | +17.5% |
| 30D | -15.7% | -1.0% | -14.6% | -15.5% |
| 3M | -39.7% | +12.2% | -51.9% | -39.8% |
| 6M | -26.5% | +97.5% | -123.9% | -34.9% |
| YTD | +29.0% | +35.6% | -6.6% | +22.6% |
| 1Y | +57.0% | +32.8% | +24.1% | +49.6% |
| All | +57.0% | +36.1% | +20.9% | +49.6% |
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