+355.9%
APH vs ONTO
+243.6%
+112.3%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +6.2% | -5.3% | -1.0% |
| 7D | +5.0% | -1.0% | +6.0% | +5.2% |
| 30D | -3.9% | -2.9% | -1.0% | -3.9% |
| 3M | +13.0% | -2.5% | +15.4% | +10.9% |
| 6M | +25.2% | +28.2% | -3.1% | +11.1% |
| YTD | +22.9% | +69.8% | -46.8% | 0.0% |
| 1Y | +47.8% | +162.9% | -115.0% | +3.9% |
| 3Y | +283.0% | +95.9% | +187.1% | +172.3% |
| All | +355.9% | +243.6% | +112.3% | +147.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling