+84.5%
AAPL vs ONON
-10.5%
+95.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | 0.0% | +3.5% | +3.6% |
| 7D | -0.5% | -5.3% | +4.8% | +0.3% |
| 30D | +7.1% | -13.1% | +20.2% | +9.4% |
| 3M | +12.1% | -29.3% | +41.4% | +17.4% |
| 6M | +25.4% | -34.5% | +60.0% | +32.3% |
| YTD | +20.5% | -42.2% | +62.7% | +29.3% |
| 1Y | +44.5% | -37.3% | +81.9% | +52.6% |
| All | +84.5% | -10.5% | +95.0% | +84.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling