+79.9%
AAPL vs ONTO
+118.2%
-38.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +4.9% | -6.1% | -1.7% |
| 7D | -2.7% | +9.7% | -12.4% | -3.7% |
| 30D | +1.0% | -8.8% | +9.8% | +1.6% |
| 3M | +5.0% | +4.5% | +0.5% | +1.9% |
| 6M | +23.0% | +56.4% | -33.4% | +11.4% |
| YTD | +16.6% | +78.1% | -61.4% | +2.7% |
| 1Y | +33.4% | +171.3% | -137.8% | +8.5% |
| 3Y | +79.9% | +118.7% | -38.8% | +41.0% |
| All | +79.9% | +118.2% | -38.3% | +41.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling