+134.0%
ONTO vs JAAA
+27.5%
+106.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +34.4% | +0.1% | +34.3% | +34.1% |
| 30D | -20.4% | +0.4% | -20.9% | -21.3% |
| 3M | -37.8% | +1.2% | -39.1% | -39.8% |
| 6M | -24.6% | +2.3% | -26.8% | -29.0% |
| YTD | +32.8% | +4.0% | +28.9% | +20.2% |
| 1Y | +54.7% | +4.8% | +49.9% | +37.5% |
| 3Y | +54.7% | +18.5% | +36.2% | +26.0% |
| 5Y | +134.0% | +27.5% | +106.5% | +80.2% |
| All | +134.0% | +27.5% | +106.5% | +80.2% |
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