+116.9%
AAPL vs ONON
-24.2%
+141.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | 0.0% |
| 7D | -3.0% | -3.5% | +0.5% | -2.3% |
| 30D | +2.3% | -30.8% | +33.1% | +8.7% |
| 3M | +8.6% | -29.8% | +38.5% | +14.9% |
| 6M | +21.6% | -34.8% | +56.4% | +29.6% |
| YTD | +16.3% | -42.3% | +58.6% | +26.5% |
| 1Y | +35.1% | -39.5% | +74.6% | +44.8% |
| 3Y | +79.4% | -9.3% | +88.7% | +72.0% |
| All | +116.9% | -24.2% | +141.1% | +91.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling