+69.8%
APA vs ONTO
+84.2%
-14.4%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +11.1% | -8.4% | +1.1% |
| 7D | -15.5% | -14.0% | -1.5% | -13.9% |
| 30D | +2.4% | -43.1% | +45.5% | +9.8% |
| 3M | +22.8% | -35.5% | +58.3% | +27.9% |
| 6M | +17.9% | -41.1% | +59.0% | +21.9% |
| YTD | +87.7% | +9.8% | +77.9% | +66.8% |
| 1Y | +94.2% | +31.5% | +62.7% | +65.0% |
| 3Y | +27.2% | +45.2% | -18.0% | -6.2% |
| All | +69.8% | +84.2% | -14.4% | -2.1% |
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