+133.5%
APA vs ONTO
+658.6%
-525.1%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.2% | -9.4% | -4.8% |
| 7D | +0.5% | -1.0% | +1.6% | +0.6% |
| 30D | +23.4% | -2.9% | +26.3% | +22.5% |
| 3M | +12.7% | -2.5% | +15.1% | +7.4% |
| 6M | +39.4% | +28.2% | +11.2% | +18.0% |
| YTD | +79.0% | +69.8% | +9.2% | +35.8% |
| 1Y | +88.8% | +162.9% | -74.1% | +20.4% |
| 3Y | +6.4% | +95.9% | -89.6% | -37.2% |
| 5Y | +153.0% | +244.5% | -91.5% | -1.4% |
| All | +133.5% | +658.6% | -525.1% | -44.6% |
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