+476.3%
ONTO vs APD
+75.2%
+401.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.1% | -3.0% | -2.9% |
| 7D | +17.5% | +3.8% | +13.7% | +15.2% |
| 30D | -15.7% | +8.2% | -23.9% | -19.5% |
| 3M | -39.7% | +4.3% | -44.0% | -41.5% |
| 6M | -26.5% | +4.7% | -31.2% | -29.4% |
| YTD | +29.0% | +31.5% | -2.6% | +6.6% |
| 1Y | +57.0% | +23.5% | +33.4% | +33.8% |
| 3Y | +50.0% | +29.1% | +20.9% | +19.4% |
| 5Y | +127.3% | +15.9% | +111.4% | +89.3% |
| All | +476.3% | +75.2% | +401.2% | +237.9% |
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