+390.5%
ONTO vs AVTR
+9.3%
+381.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AVTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | +2.2% | +8.9% | +10.2% |
| 7D | -14.0% | -3.6% | -10.4% | -12.5% |
| 30D | -43.1% | +0.8% | -43.9% | -43.2% |
| 3M | -35.5% | +17.4% | -52.9% | -39.7% |
| 6M | -41.1% | +83.5% | -124.6% | -56.0% |
| YTD | +9.8% | +35.0% | -25.2% | -7.3% |
| 1Y | +31.5% | +36.7% | -5.1% | +10.0% |
| 3Y | +45.2% | -15.3% | +60.5% | +40.8% |
| 5Y | +86.7% | -59.5% | +146.2% | +156.1% |
| All | +390.5% | +9.3% | +381.1% | +342.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling