+161.5%
APA vs ONTO
+493.5%
-332.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.5% | +4.5% | +2.6% |
| 7D | +9.6% | +34.4% | -24.8% | +1.3% |
| 30D | -0.2% | -20.4% | +20.2% | +4.4% |
| 3M | +19.8% | -37.8% | +57.7% | +31.8% |
| 6M | +30.1% | -24.6% | +54.6% | +28.8% |
| YTD | +100.4% | +32.8% | +67.6% | +58.3% |
| 1Y | +105.2% | +54.7% | +50.5% | +52.8% |
| 3Y | +44.6% | +54.7% | -10.1% | -10.3% |
| 5Y | +88.8% | +134.0% | -45.2% | -16.1% |
| All | +161.5% | +493.5% | -332.0% | -35.4% |
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