+629.3%
ON vs APTV
-16.1%
+645.4%
-70.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -0.3% | +8.8% | +8.7% |
| 7D | +2.4% | -5.0% | +7.4% | +6.1% |
| 30D | -8.6% | -6.1% | -2.6% | -4.8% |
| 3M | -34.3% | -33.0% | -1.3% | -13.9% |
| 6M | +28.5% | -35.2% | +63.8% | +69.5% |
| YTD | +40.6% | -40.1% | +80.8% | +94.3% |
| 1Y | +55.3% | -45.6% | +100.9% | +130.1% |
| 3Y | -22.2% | -54.4% | +32.2% | +23.9% |
| 5Y | +62.4% | -68.9% | +131.3% | +239.2% |
| All | +629.3% | -16.1% | +645.4% | +724.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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