+175.2%
AAPL vs ONDS
+21.8%
+153.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -0.5% | +4.1% | +3.6% |
| 7D | -0.5% | -5.0% | +4.5% | -0.2% |
| 30D | +7.1% | -25.6% | +32.7% | +8.7% |
| 3M | +12.1% | -22.1% | +34.2% | +13.1% |
| 6M | +25.4% | -27.6% | +53.0% | +26.1% |
| YTD | +20.5% | -25.7% | +46.2% | +19.9% |
| 1Y | +44.5% | +30.4% | +14.1% | +36.6% |
| 3Y | +85.8% | +695.0% | -609.2% | +39.8% |
| 5Y | +124.8% | -2.2% | +126.9% | +93.5% |
| All | +175.2% | +21.8% | +153.3% | +128.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ONDS.
Daily Out/Under-Performance
Portfolio return minus ONDS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONDS 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 ONDS 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