+17.9%
ONDS vs AEP
+79.3%
-61.4%
-97.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.0% | +0.4% | -0.5% |
| 7D | -5.0% | -1.0% | -4.0% | -5.0% |
| 30D | -25.6% | -0.1% | -25.5% | -25.6% |
| 3M | -22.1% | -3.2% | -18.9% | -22.1% |
| 6M | -27.6% | -5.3% | -22.3% | -27.5% |
| YTD | -25.7% | +9.5% | -35.3% | -26.5% |
| 1Y | +30.4% | +17.5% | +12.9% | +28.4% |
| 3Y | +695.0% | +77.0% | +618.0% | +638.6% |
| 5Y | -2.2% | +66.4% | -68.5% | -4.7% |
| All | +17.9% | +79.3% | -61.4% | +28.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AEP.
Daily Out/Under-Performance
Portfolio return minus AEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEP 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 AEP 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