+435.5%
AAPL vs ONTO
+658.6%
-223.1%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +6.2% | -8.7% | -3.8% |
| 7D | +0.1% | -1.0% | +1.1% | +0.2% |
| 30D | +3.0% | -2.9% | +5.9% | +2.5% |
| 3M | +2.9% | -2.5% | +5.4% | -0.9% |
| 6M | +22.1% | +28.2% | -6.1% | +8.2% |
| YTD | +18.0% | +69.8% | -51.8% | -3.6% |
| 1Y | +33.9% | +162.9% | -128.9% | -3.9% |
| 3Y | +71.2% | +95.9% | -24.8% | +17.5% |
| 5Y | +112.6% | +244.5% | -131.9% | +13.5% |
| All | +435.5% | +658.6% | -223.1% | +95.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling