+165.7%
AAPL vs ONDS
+22.5%
+143.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONDS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -4.3% | +4.1% | 0.0% |
| 7D | -3.0% | -4.2% | +1.2% | -2.7% |
| 30D | +2.3% | -21.7% | +24.0% | +3.5% |
| 3M | +8.6% | -24.5% | +33.1% | +9.7% |
| 6M | +21.6% | -25.0% | +46.6% | +21.9% |
| YTD | +16.3% | -25.3% | +41.6% | +15.8% |
| 1Y | +35.1% | +33.8% | +1.3% | +27.4% |
| 3Y | +79.4% | +699.3% | -620.0% | +34.9% |
| 5Y | +109.8% | -5.2% | +115.0% | +81.0% |
| All | +165.7% | +22.5% | +143.2% | +120.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling