+60.7%
APO vs ONTO
+104.0%
-43.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -2.0% |
| 7D | -1.0% | -1.0% | 0.0% | -0.8% |
| 30D | +3.5% | -2.9% | +6.4% | +3.1% |
| 3M | +4.5% | -2.5% | +7.0% | +1.4% |
| 6M | +22.8% | +28.2% | -5.4% | +9.2% |
| YTD | -6.5% | +69.8% | -76.3% | -23.7% |
| 1Y | +0.8% | +162.9% | -162.1% | -28.4% |
| All | +60.7% | +104.0% | -43.3% | +12.6% |
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