+692.5%
ONTO vs JAAA
+29.3%
+663.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.1% | +6.1% | +5.9% |
| 7D | -1.0% | +0.2% | -1.2% | -1.5% |
| 30D | -2.9% | +0.5% | -3.4% | -4.3% |
| 3M | -2.5% | +1.3% | -3.7% | -5.7% |
| 6M | +28.2% | +2.7% | +25.5% | +19.6% |
| YTD | +69.8% | +3.2% | +66.6% | +56.6% |
| 1Y | +162.9% | +4.9% | +158.0% | +133.5% |
| 3Y | +95.9% | +19.0% | +76.9% | +56.1% |
| 5Y | +244.5% | +26.8% | +217.7% | +160.9% |
| All | +692.5% | +29.3% | +663.2% | +406.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling