+535.9%
ONTO vs JAAA
+30.2%
+505.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | 0.0% | +8.9% | +8.8% |
| 7D | +16.4% | +0.1% | +16.3% | +16.1% |
| 30D | -21.4% | +0.4% | -21.8% | -22.3% |
| 3M | -32.7% | +1.2% | -33.9% | -34.9% |
| 6M | -25.2% | +2.3% | -27.5% | -29.8% |
| YTD | +36.2% | +4.0% | +32.3% | +23.2% |
| 1Y | +61.2% | +4.8% | +56.4% | +43.0% |
| 3Y | +58.7% | +18.5% | +40.2% | +24.8% |
| 5Y | +143.6% | +27.5% | +116.1% | +82.1% |
| All | +535.9% | +30.2% | +505.7% | +298.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 10y: compounded portfolio wealth divided by compounded JAAA 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…
10y analysis · Full analysis span regression · 6 months rolling