-0.9%
APO vs ONTO
+168.3%
-169.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.0% | +0.3% | -0.5% |
| 7D | -1.0% | +9.4% | -10.4% | -2.1% |
| 30D | -0.4% | -4.4% | +4.1% | -0.2% |
| 3M | -0.9% | +1.6% | -2.5% | -3.4% |
| 6M | +22.1% | +45.3% | -23.1% | +10.6% |
| YTD | -8.4% | +76.4% | -84.7% | -20.9% |
| 1Y | -0.9% | +167.2% | -168.1% | -22.4% |
| All | -0.9% | +168.3% | -169.2% | -22.4% |
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