-70.1%
APTV vs ONTO
+268.0%
-338.1%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.4% |
| 7D | -1.2% | +9.4% | -10.5% | -3.6% |
| 30D | -10.6% | -4.4% | -6.2% | -10.3% |
| 3M | -35.0% | +1.6% | -36.6% | -37.8% |
| 6M | -38.9% | +45.3% | -84.2% | -48.1% |
| YTD | -41.5% | +76.4% | -117.9% | -53.8% |
| 1Y | -45.8% | +167.2% | -213.0% | -62.9% |
| 3Y | -55.7% | +116.6% | -172.3% | -73.0% |
| 5Y | -70.1% | +263.7% | -333.8% | -86.6% |
| All | -70.1% | +268.0% | -338.1% | -86.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling