+107.2%
APA vs ONTO
+46.1%
+61.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -8.7% | +1.8% | -7.8% |
| 7D | -13.0% | -17.4% | +4.4% | -14.8% |
| 30D | +2.0% | -43.2% | +45.2% | -4.4% |
| 3M | +24.9% | -35.7% | +60.6% | +19.6% |
| 6M | +7.2% | -38.3% | +45.5% | +4.2% |
| YTD | +87.1% | +17.1% | +70.0% | +103.1% |
| 1Y | +107.2% | +43.1% | +64.0% | +137.5% |
| All | +107.2% | +46.1% | +61.1% | +137.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling