+11.9%
APH vs ONTO
+36.2%
-24.2%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.6% |
| 7D | -5.0% | -2.4% | -2.6% | -4.6% |
| 30D | -8.4% | -32.9% | +24.6% | +4.1% |
| 3M | -4.5% | -32.2% | +27.7% | +7.3% |
| 6M | +25.3% | -30.6% | +55.9% | +35.6% |
| YTD | +18.9% | +25.1% | -6.2% | -5.6% |
| 1Y | +11.9% | +40.0% | -28.1% | -16.5% |
| All | +11.9% | +36.2% | -24.2% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling