+43.1%
ONTO vs APD
+36.4%
+6.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.7% | +1.9% | -10.6% | -8.2% |
| 7D | -17.4% | +3.8% | -21.2% | -16.5% |
| 30D | -43.2% | +14.1% | -57.3% | -41.6% |
| 3M | -35.7% | +8.2% | -43.9% | -34.5% |
| 6M | -38.3% | +7.5% | -45.8% | -38.0% |
| YTD | +17.1% | +31.7% | -14.6% | +24.2% |
| 1Y | +43.1% | +35.1% | +8.1% | +55.2% |
| All | +43.1% | +36.4% | +6.8% | +55.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 1y: compounded portfolio wealth divided by compounded APD 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…
1y analysis · Full analysis span regression · 6 months rolling