+329.1%
APH vs ONON
-5.0%
+334.1%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -2.1% |
| 7D | +4.9% | -10.0% | +14.9% | +6.9% |
| 30D | -5.4% | -5.3% | -0.1% | -4.7% |
| 3M | -5.5% | +6.5% | -11.9% | -6.9% |
| 6M | +25.9% | -5.0% | +30.9% | +25.4% |
| YTD | +16.4% | -27.6% | +44.0% | +21.5% |
| 1Y | +16.5% | -20.7% | +37.2% | +19.4% |
| 3Y | +270.9% | +26.6% | +244.2% | +240.5% |
| 5Y | +289.5% | -9.6% | +299.1% | +240.3% |
| All | +329.1% | -5.0% | +334.1% | +272.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ONON.
Daily Out/Under-Performance
Portfolio return minus ONON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONON 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 ONON 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