+528.8%
APP vs ONTO
+174.2%
+354.6%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +12.0% | -7.2% | +0.1% |
| 7D | +79.2% | +1.4% | +77.8% | +73.6% |
| 30D | +48.0% | -34.1% | +82.1% | +70.8% |
| 3M | +18.2% | -37.1% | +55.3% | +35.0% |
| 6M | -12.5% | -31.8% | +19.3% | -9.2% |
| YTD | -39.2% | +22.9% | -62.1% | -54.5% |
| 1Y | -33.9% | +39.5% | -73.4% | -53.6% |
| 3Y | +933.3% | +57.7% | +875.6% | +471.3% |
| 5Y | +295.9% | +115.8% | +180.1% | +66.9% |
| All | +528.8% | +174.2% | +354.6% | +141.2% |
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 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