+559.3%
APH vs ONTO
+476.3%
+82.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -2.9% | +1.1% | -0.8% |
| 7D | +4.9% | +17.5% | -12.6% | -0.9% |
| 30D | -5.4% | -15.7% | +10.3% | -0.5% |
| 3M | -5.5% | -39.7% | +34.3% | +10.1% |
| 6M | +25.9% | -26.5% | +52.4% | +33.6% |
| YTD | +16.4% | +29.0% | -12.6% | +0.9% |
| 1Y | +16.5% | +57.0% | -40.5% | -5.4% |
| 3Y | +270.9% | +50.0% | +220.9% | +176.4% |
| 5Y | +289.5% | +127.3% | +162.2% | +131.7% |
| All | +559.3% | +476.3% | +82.9% | +141.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling