+162.9%
ONTO vs BAH
-28.2%
+191.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.5% | +7.6% | +5.9% |
| 7D | -1.0% | -3.2% | +2.2% | -1.6% |
| 30D | -2.9% | +2.0% | -4.9% | -2.5% |
| 3M | -2.5% | -7.6% | +5.2% | +1.0% |
| 6M | +28.2% | -5.7% | +33.9% | +31.9% |
| YTD | +69.8% | -11.7% | +81.5% | +76.6% |
| 1Y | +162.9% | -27.4% | +190.3% | +178.8% |
| All | +162.9% | -28.2% | +191.1% | +178.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BAH.
Daily Out/Under-Performance
Portfolio return minus BAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAH 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 BAH 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