+137.0%
APO vs ONTO
+258.3%
-121.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +4.9% | -6.3% | -2.7% |
| 7D | +0.1% | +9.7% | -9.6% | -2.5% |
| 30D | +3.9% | -8.8% | +12.7% | +5.6% |
| 3M | +3.8% | +4.5% | -0.7% | -1.9% |
| 6M | +22.3% | +56.4% | -34.1% | -0.2% |
| YTD | -7.8% | +78.1% | -85.9% | -28.7% |
| 1Y | -0.3% | +171.3% | -171.6% | -34.1% |
| 3Y | +57.1% | +118.7% | -61.5% | -2.0% |
| 5Y | +137.0% | +269.4% | -132.4% | +7.2% |
| All | +137.0% | +258.3% | -121.3% | +7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling