+128.6%
AAPL vs ONON
-22.6%
+151.2%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +2.1% | -0.3% | +1.4% |
| 7D | +3.8% | -2.1% | +5.9% | +4.2% |
| 30D | +9.9% | -11.6% | +21.5% | +12.3% |
| 3M | +12.5% | -30.1% | +42.6% | +19.1% |
| 6M | +27.6% | -30.5% | +58.1% | +34.5% |
| YTD | +22.6% | -41.0% | +63.6% | +32.8% |
| 1Y | +45.0% | -36.7% | +81.7% | +54.1% |
| 3Y | +87.8% | -8.6% | +96.4% | +79.9% |
| All | +128.6% | -22.6% | +151.2% | +101.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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