+473.7%
ONTO vs JAAA
+30.2%
+443.6%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | 0.0% | +12.0% | +12.0% |
| 7D | +1.4% | +0.1% | +1.3% | +1.2% |
| 30D | -34.1% | +0.4% | -34.5% | -34.8% |
| 3M | -37.1% | +1.1% | -38.2% | -39.0% |
| 6M | -31.8% | +2.3% | -34.1% | -35.9% |
| YTD | +22.9% | +3.9% | +19.0% | +11.3% |
| 1Y | +39.5% | +4.8% | +34.7% | +23.8% |
| 3Y | +57.7% | +18.4% | +39.2% | +24.2% |
| 5Y | +115.8% | +27.4% | +88.4% | +61.6% |
| All | +473.7% | +30.2% | +443.6% | +259.6% |
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