+500.0%
APP vs ONTO
+144.9%
+355.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.9% | +11.1% | -1.2% | +5.6% |
| 7D | +71.2% | -14.0% | +85.2% | +77.3% |
| 30D | +39.1% | -43.1% | +82.2% | +70.3% |
| 3M | +16.5% | -35.5% | +52.1% | +30.3% |
| 6M | -16.6% | -41.1% | +24.5% | -8.5% |
| YTD | -41.9% | +9.8% | -51.7% | -54.6% |
| 1Y | -37.0% | +31.5% | -68.6% | -55.1% |
| 3Y | +892.4% | +45.2% | +847.3% | +463.7% |
| 5Y | +297.3% | +86.7% | +210.6% | +76.4% |
| All | +500.0% | +144.9% | +355.1% | +140.9% |
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