+528.6%
APH vs ONTO
+390.5%
+138.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +11.1% | -7.0% | +0.4% |
| 7D | -5.9% | -14.0% | +8.1% | -1.3% |
| 30D | -14.8% | -43.1% | +28.3% | +2.1% |
| 3M | -12.4% | -35.5% | +23.1% | -0.6% |
| 6M | +8.1% | -41.1% | +49.1% | +23.4% |
| YTD | +10.9% | +9.8% | +1.2% | +1.8% |
| 1Y | +8.8% | +31.5% | -22.8% | -6.2% |
| 3Y | +262.1% | +45.2% | +216.9% | +172.3% |
| 5Y | +283.1% | +86.7% | +196.4% | +144.3% |
| All | +528.6% | +390.5% | +138.1% | +144.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling