+338.5%
APH vs ONON
-2.0%
+340.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -7.5% | +6.6% | +0.5% |
| 7D | -5.0% | -4.9% | -0.1% | -4.2% |
| 30D | -8.4% | -1.1% | -7.2% | -8.3% |
| 3M | -4.5% | -10.5% | +6.0% | -3.3% |
| 6M | +25.3% | -1.5% | +26.8% | +24.0% |
| YTD | +18.9% | -25.3% | +44.3% | +23.5% |
| 1Y | +11.9% | -0.7% | +12.7% | +9.7% |
| 3Y | +278.0% | +29.0% | +249.0% | +245.9% |
| 5Y | +306.4% | -6.7% | +313.1% | +253.2% |
| All | +338.5% | -2.0% | +340.5% | +278.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling