+288.5%
APH vs ONTO
+56.0%
+232.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +12.0% | -3.8% | +4.3% |
| 7D | +1.1% | +1.4% | -0.3% | +0.5% |
| 30D | -7.5% | -34.1% | +26.6% | +4.5% |
| 3M | -4.4% | -37.1% | +32.6% | +8.6% |
| 6M | +26.5% | -31.8% | +58.3% | +37.3% |
| YTD | +20.0% | +22.9% | -2.9% | +7.8% |
| 1Y | +16.9% | +39.5% | -22.6% | +1.0% |
| 3Y | +288.5% | +57.7% | +230.8% | +226.0% |
| All | +288.5% | +56.0% | +232.5% | +226.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling