+51.3%
APO vs ONTO
+64.6%
-13.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.8% | -1.3% | +0.1% |
| 7D | +8.1% | -2.4% | +10.5% | +8.0% |
| 30D | +3.4% | -32.9% | +36.4% | +11.1% |
| 3M | -6.6% | -32.2% | +25.6% | -1.0% |
| 6M | -7.1% | -30.6% | +23.5% | -5.0% |
| YTD | -14.1% | +25.1% | -39.3% | -26.6% |
| 1Y | -4.7% | +40.0% | -44.7% | -21.3% |
| 3Y | +51.3% | +45.7% | +5.6% | +19.2% |
| All | +51.3% | +64.6% | -13.3% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling