+259.7%
APO vs ONTO
+508.7%
-249.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +8.9% | -8.7% | -2.5% |
| 7D | +0.2% | +16.4% | -16.2% | -5.0% |
| 30D | +3.1% | -21.4% | +24.6% | +8.9% |
| 3M | -12.0% | -32.7% | +20.8% | -3.9% |
| 6M | -5.0% | -25.2% | +20.2% | -4.2% |
| YTD | -14.0% | +36.2% | -50.2% | -31.7% |
| 1Y | -5.9% | +61.2% | -67.1% | -30.0% |
| 3Y | +51.6% | +58.7% | -7.1% | -1.3% |
| 5Y | +80.8% | +143.6% | -62.8% | -9.5% |
| All | +259.7% | +508.7% | -249.0% | -2.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling