+143.3%
AAPL vs ONTO
+124.4%
+19.0%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -2.9% | +3.3% | +0.8% |
| 7D | +4.1% | +17.5% | -13.4% | +1.4% |
| 30D | +4.0% | -15.7% | +19.6% | +5.9% |
| 3M | +16.8% | -39.7% | +56.5% | +24.8% |
| 6M | +19.4% | -26.5% | +45.9% | +19.0% |
| YTD | +31.5% | +29.0% | +2.5% | +13.4% |
| 1Y | +31.0% | +57.0% | -26.0% | +7.6% |
| 3Y | +95.3% | +50.0% | +45.3% | +41.7% |
| All | +143.3% | +124.4% | +19.0% | +38.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling