+144.4%
APA vs ONTO
+449.2%
-304.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +12.0% | -12.2% | -3.2% |
| 7D | -8.7% | +1.4% | -10.1% | -9.7% |
| 30D | -2.4% | -34.1% | +31.7% | +7.0% |
| 3M | +19.0% | -37.1% | +56.1% | +29.8% |
| 6M | +26.8% | -31.8% | +58.6% | +29.0% |
| YTD | +87.3% | +22.9% | +64.4% | +51.0% |
| 1Y | +92.3% | +39.5% | +52.8% | +47.3% |
| 3Y | +37.3% | +57.7% | -20.4% | -17.1% |
| 5Y | +73.2% | +115.8% | -42.6% | -21.3% |
| All | +144.4% | +449.2% | -304.8% | -38.4% |
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 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