-54.5%
APTV vs ONTO
+118.2%
-172.7%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.9% | -9.5% | -5.5% |
| 7D | +2.0% | +9.7% | -7.7% | +0.2% |
| 30D | -7.7% | -8.8% | +1.1% | -6.6% |
| 3M | -34.0% | +4.5% | -38.5% | -36.1% |
| 6M | -37.1% | +56.4% | -93.5% | -44.3% |
| YTD | -39.9% | +78.1% | -118.0% | -48.5% |
| 1Y | -44.4% | +171.3% | -215.7% | -56.7% |
| 3Y | -54.5% | +118.7% | -173.1% | -66.3% |
| All | -54.5% | +118.2% | -172.7% | -66.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling