+259.1%
APO vs ONTO
+459.0%
-199.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | -0.1% |
| 7D | +8.1% | -2.4% | +10.5% | +7.8% |
| 30D | +3.4% | -32.9% | +36.4% | +14.7% |
| 3M | -6.6% | -32.2% | +25.6% | +1.6% |
| 6M | -7.1% | -30.6% | +23.5% | -4.1% |
| YTD | -14.1% | +25.1% | -39.3% | -30.0% |
| 1Y | -4.7% | +40.0% | -44.7% | -25.8% |
| 3Y | +51.3% | +45.7% | +5.6% | +1.2% |
| 5Y | +82.7% | +128.8% | -46.1% | -6.9% |
| All | +259.1% | +459.0% | -199.9% | +0.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling