-76.7%
APTV vs ONTO
+146.7%
-223.4%
-77.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +8.9% | -9.3% | -2.6% |
| 7D | -8.9% | +16.4% | -25.3% | -12.9% |
| 30D | -9.5% | -21.4% | +11.9% | -5.2% |
| 3M | -20.6% | -32.7% | +12.2% | -14.2% |
| 6M | -28.9% | -25.2% | -3.7% | -27.8% |
| YTD | -48.2% | +36.2% | -84.4% | -57.2% |
| 1Y | -51.7% | +61.2% | -112.9% | -62.3% |
| 3Y | -48.1% | +58.7% | -106.8% | -66.1% |
| 5Y | -76.7% | +143.6% | -220.3% | -89.1% |
| All | -76.7% | +146.7% | -223.4% | -89.1% |
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