+449.2%
ONTO vs APD
+71.0%
+378.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.0% | +9.9% | +10.8% |
| 7D | +1.4% | -1.6% | +2.9% | +2.4% |
| 30D | -34.1% | +10.6% | -44.7% | -38.0% |
| 3M | -37.1% | +2.5% | -39.6% | -38.5% |
| 6M | -31.8% | +6.0% | -37.8% | -35.1% |
| YTD | +22.9% | +28.4% | -5.5% | +2.9% |
| 1Y | +39.5% | +22.2% | +17.4% | +19.4% |
| 3Y | +57.7% | +26.6% | +31.1% | +26.8% |
| 5Y | +115.8% | +11.8% | +104.1% | +83.7% |
| All | +449.2% | +71.0% | +378.2% | +226.3% |
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