+99.7%
ONTO vs AVTR
-31.1%
+130.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.4% | +7.6% | +6.5% |
| 7D | -1.0% | +2.7% | -3.7% | -1.8% |
| 30D | -2.9% | +12.1% | -14.9% | -5.8% |
| 3M | -2.5% | +57.2% | -59.7% | -16.4% |
| 6M | +28.2% | +73.1% | -44.9% | +5.8% |
| YTD | +69.8% | +30.6% | +39.1% | +52.8% |
| 1Y | +162.9% | +13.5% | +149.4% | +140.7% |
| All | +99.7% | -31.1% | +130.8% | +107.5% |
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