+390.5%
ONTO vs APD
+67.6%
+322.9%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.5% | +12.6% | +11.9% |
| 7D | -14.0% | -3.7% | -10.4% | -12.2% |
| 30D | -43.1% | +9.6% | -52.7% | -46.2% |
| 3M | -35.5% | +1.6% | -37.2% | -36.7% |
| 6M | -41.1% | +2.2% | -43.2% | -42.8% |
| YTD | +9.8% | +25.9% | -16.1% | -7.2% |
| 1Y | +31.5% | +20.1% | +11.4% | +13.5% |
| 3Y | +45.2% | +12.4% | +32.8% | +25.4% |
| 5Y | +86.7% | +11.1% | +75.6% | +58.8% |
| All | +390.5% | +67.6% | +322.9% | +194.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling