+54.7%
ONTO vs APD
+23.7%
+31.1%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.3% | -2.8% | -2.5% |
| 7D | +34.4% | +2.2% | +32.2% | +34.7% |
| 30D | -20.4% | +9.4% | -29.9% | -19.3% |
| 3M | -37.8% | +4.7% | -42.5% | -37.2% |
| 6M | -24.6% | +5.5% | -30.0% | -24.9% |
| YTD | +32.8% | +31.4% | +1.4% | +36.2% |
| 1Y | +54.7% | +24.1% | +30.6% | +58.3% |
| All | +54.7% | +23.7% | +31.1% | +58.3% |
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 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