+506.6%
APP vs ONTO
+179.1%
+327.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.8% | -5.3% | -4.2% |
| 7D | +61.1% | -2.4% | +63.5% | +58.6% |
| 30D | +42.8% | -32.9% | +75.7% | +63.6% |
| 3M | +16.7% | -32.2% | +48.9% | +29.0% |
| 6M | -15.6% | -30.6% | +15.0% | -13.1% |
| YTD | -41.3% | +25.1% | -66.4% | -56.4% |
| 1Y | -39.3% | +40.0% | -79.3% | -57.5% |
| 3Y | +803.2% | +45.7% | +757.5% | +424.8% |
| 5Y | +313.2% | +128.8% | +184.4% | +71.3% |
| All | +506.6% | +179.1% | +327.5% | +131.0% |
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