+137.7%
APA vs ONTO
+695.7%
-557.9%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +4.9% | -3.1% | +0.5% |
| 7D | -1.7% | +9.7% | -11.3% | -4.2% |
| 30D | +15.7% | -8.8% | +24.6% | +17.3% |
| 3M | +16.5% | +4.5% | +11.9% | +8.9% |
| 6M | +35.1% | +56.4% | -21.3% | +7.7% |
| YTD | +82.2% | +78.1% | +4.1% | +36.5% |
| 1Y | +102.5% | +171.3% | -68.8% | +28.3% |
| 3Y | +10.3% | +118.7% | -108.4% | -37.5% |
| 5Y | +166.1% | +269.4% | -103.3% | +1.1% |
| All | +137.7% | +695.7% | -557.9% | -44.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling