+30.7%
ONTO vs AVTR
-17.4%
+48.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -3.3% | -12.3% | -14.7% |
| 7D | -29.7% | -9.2% | -20.5% | -27.7% |
| 30D | -50.3% | -1.9% | -48.4% | -50.0% |
| 3M | -43.5% | +13.3% | -56.8% | -45.4% |
| 6M | -48.9% | +88.1% | -136.9% | -59.2% |
| YTD | -1.2% | +32.1% | -33.3% | -11.6% |
| 1Y | +14.9% | +30.7% | -15.8% | +3.0% |
| All | +30.7% | -17.4% | +48.0% | +35.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling