-49.0%
APTV vs ONTO
+661.2%
-710.2%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -3.4% | +6.1% | +3.9% |
| 7D | -1.8% | +6.5% | -8.3% | -4.2% |
| 30D | -7.9% | -15.9% | +8.0% | -2.9% |
| 3M | -29.9% | -0.2% | -29.8% | -33.8% |
| 6M | -36.6% | +38.7% | -75.3% | -48.3% |
| YTD | -40.0% | +70.4% | -110.3% | -55.6% |
| 1Y | -44.0% | +153.6% | -197.6% | -65.6% |
| 3Y | -54.5% | +109.2% | -163.7% | -75.7% |
| 5Y | -68.8% | +249.7% | -318.5% | -88.8% |
| All | -49.0% | +661.2% | -710.2% | -90.8% |
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