+446.6%
AAPL vs ONTO
+661.2%
-214.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.4% | +7.0% | +4.3% |
| 7D | -0.5% | +6.5% | -7.0% | -2.0% |
| 30D | +7.1% | -15.9% | +23.0% | +10.4% |
| 3M | +12.1% | -0.2% | +12.2% | +7.4% |
| 6M | +25.4% | +38.7% | -13.3% | +9.1% |
| YTD | +20.5% | +70.4% | -49.9% | -1.8% |
| 1Y | +44.5% | +153.6% | -109.1% | +4.6% |
| 3Y | +85.8% | +109.2% | -23.4% | +24.7% |
| 5Y | +124.8% | +249.7% | -125.0% | +19.4% |
| All | +446.6% | +661.2% | -214.6% | +99.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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