+91.5%
ONTO vs JAAA
+27.4%
+64.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | 0.0% | +11.0% | +11.0% |
| 7D | -14.0% | +0.2% | -14.2% | -14.4% |
| 30D | -43.1% | +0.4% | -43.5% | -43.7% |
| 3M | -35.5% | +1.2% | -36.7% | -37.6% |
| 6M | -41.1% | +2.3% | -43.4% | -44.7% |
| YTD | +9.8% | +3.9% | +5.9% | -0.6% |
| 1Y | +31.5% | +4.8% | +26.7% | +16.8% |
| 3Y | +45.2% | +18.5% | +26.6% | +18.1% |
| All | +91.5% | +27.4% | +64.0% | +50.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling