+309.1%
APH vs ONON
+5.5%
+303.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.5% | +4.6% | +4.2% |
| 7D | -5.9% | +10.6% | -16.5% | -7.7% |
| 30D | -14.8% | +12.5% | -27.3% | -16.8% |
| 3M | -12.4% | +0.1% | -12.5% | -13.2% |
| 6M | +8.1% | +3.6% | +4.5% | +6.0% |
| YTD | +10.9% | -19.6% | +30.6% | +13.7% |
| 1Y | +8.8% | +5.2% | +3.6% | +5.5% |
| 3Y | +262.1% | +33.1% | +228.9% | +229.4% |
| 5Y | +283.1% | -4.7% | +287.8% | +230.1% |
| All | +309.1% | +5.5% | +303.6% | +248.7% |
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