+134.0%
ONTO vs AVTR
-59.7%
+193.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.7% | -1.8% | -2.3% |
| 7D | +34.4% | +3.2% | +31.2% | +33.2% |
| 30D | -20.4% | +0.5% | -20.9% | -20.4% |
| 3M | -37.8% | +12.1% | -50.0% | -40.5% |
| 6M | -24.6% | +91.2% | -115.8% | -43.0% |
| YTD | +32.8% | +36.3% | -3.5% | +14.0% |
| 1Y | +54.7% | +35.2% | +19.5% | +32.8% |
| 3Y | +54.7% | -15.8% | +70.5% | +51.9% |
| 5Y | +134.0% | -58.9% | +192.9% | +264.4% |
| All | +134.0% | -59.7% | +193.7% | +264.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling