-4.7%
APO vs ONTO
+36.2%
-40.9%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | +0.3% |
| 7D | +8.1% | -2.4% | +10.5% | +7.9% |
| 30D | +3.4% | -32.9% | +36.4% | +7.0% |
| 3M | -6.6% | -32.2% | +25.6% | -4.1% |
| 6M | -7.1% | -30.6% | +23.5% | -6.7% |
| YTD | -14.1% | +25.1% | -39.3% | -23.9% |
| 1Y | -4.7% | +40.0% | -44.7% | -17.4% |
| All | -4.7% | +36.2% | -40.9% | -17.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling