+109.8%
AAPL vs ONTO
+268.0%
-158.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.0% | +0.7% | -0.1% |
| 7D | -3.0% | +9.4% | -12.3% | -4.5% |
| 30D | +2.3% | -4.4% | +6.7% | +2.4% |
| 3M | +8.6% | +1.6% | +7.0% | +4.5% |
| 6M | +21.6% | +45.3% | -23.7% | +6.7% |
| YTD | +16.3% | +76.4% | -60.0% | -3.4% |
| 1Y | +35.1% | +167.2% | -132.1% | +0.3% |
| 3Y | +79.4% | +116.6% | -37.2% | +22.5% |
| 5Y | +109.8% | +263.7% | -153.9% | +9.8% |
| All | +109.8% | +268.0% | -158.1% | +9.8% |
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