+220.6%
APLD vs ONTO
+143.9%
+76.7%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | +11.1% | -1.3% | +2.1% |
| 7D | -12.7% | -14.0% | +1.3% | -2.7% |
| 30D | -34.7% | -43.1% | +8.4% | -3.8% |
| 3M | -46.1% | -35.5% | -10.6% | -28.5% |
| 6M | -64.9% | -41.1% | -23.8% | -52.2% |
| YTD | -36.6% | +9.8% | -46.4% | -42.5% |
| 1Y | -50.0% | +31.5% | -81.5% | -59.4% |
| 3Y | +190.1% | +45.2% | +144.9% | +76.2% |
| All | +220.6% | +143.9% | +76.7% | +6.7% |
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