+274.2%
APO vs ONTO
+661.2%
-386.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -1.3% |
| 7D | -4.9% | +6.5% | -11.4% | -6.9% |
| 30D | -8.4% | -15.9% | +7.5% | -4.1% |
| 3M | -2.1% | -0.2% | -1.9% | -6.8% |
| 6M | +19.2% | +38.7% | -19.5% | -0.9% |
| YTD | -10.5% | +70.4% | -80.9% | -31.9% |
| 1Y | -2.7% | +153.6% | -156.3% | -37.1% |
| 3Y | +52.5% | +109.2% | -56.7% | -7.5% |
| 5Y | +132.1% | +249.7% | -117.7% | +4.6% |
| All | +274.2% | +661.2% | -386.9% | -2.4% |
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