+31.5%
ONTO vs APD
+24.7%
+6.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.5% | +12.6% | +10.8% |
| 7D | -14.0% | -3.7% | -10.4% | -14.5% |
| 30D | -43.1% | +9.6% | -52.7% | -42.2% |
| 3M | -35.5% | +1.6% | -37.2% | -35.1% |
| 6M | -41.1% | +2.2% | -43.2% | -41.6% |
| YTD | +9.8% | +25.9% | -16.1% | +12.9% |
| 1Y | +31.5% | +20.1% | +11.4% | +35.2% |
| All | +31.5% | +24.7% | +6.9% | +35.2% |
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