+78.7%
APO vs ONTO
+124.4%
-45.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.9% | +4.6% | +2.5% |
| 7D | +5.8% | +17.5% | -11.8% | +1.3% |
| 30D | +8.9% | -15.7% | +24.5% | +12.1% |
| 3M | -13.6% | -39.7% | +26.1% | -3.9% |
| 6M | -5.4% | -26.5% | +21.1% | -4.4% |
| YTD | -13.6% | +29.0% | -42.6% | -28.9% |
| 1Y | -2.5% | +57.0% | -59.4% | -25.0% |
| 3Y | +50.9% | +50.0% | +0.9% | +2.9% |
| All | +78.7% | +124.4% | -45.6% | -9.5% |
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