+237.6%
APH vs ONTO
+658.6%
-421.0%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +0.3% | -48.1% | -47.9% |
| 7D | -48.7% | -8.4% | -40.3% | -47.3% |
| 30D | -51.9% | -2.9% | -49.0% | -52.0% |
| 3M | -43.6% | -2.5% | -41.1% | -44.7% |
| 6M | -37.5% | +28.2% | -65.7% | -45.0% |
| YTD | -38.6% | +69.8% | -108.4% | -50.9% |
| 1Y | -26.3% | +162.9% | -189.2% | -49.6% |
| 3Y | +89.2% | +95.9% | -6.7% | +29.8% |
| 5Y | +119.8% | +244.5% | -124.7% | +13.9% |
| All | +237.6% | +658.6% | -421.0% | +14.3% |
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 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