+527.5%
APP vs ONTO
+187.8%
+339.7%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -2.9% | +6.8% | +5.0% |
| 7D | +4.6% | +17.5% | -12.9% | -2.1% |
| 30D | +56.0% | -15.7% | +71.7% | +62.5% |
| 3M | +30.8% | -39.7% | +70.6% | +53.6% |
| 6M | -9.8% | -26.5% | +16.7% | -9.5% |
| YTD | -39.3% | +29.0% | -68.3% | -55.6% |
| 1Y | -26.4% | +57.0% | -83.4% | -51.4% |
| 3Y | +887.9% | +50.0% | +837.9% | +466.8% |
| 5Y | +264.1% | +127.3% | +136.8% | +50.3% |
| All | +527.5% | +187.8% | +339.7% | +135.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling