+238.0%
ONTO vs APD
+27.6%
+210.5%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.6% |
| 7D | -1.0% | -2.2% | +1.2% | 0.0% |
| 30D | -2.9% | +2.1% | -5.0% | -4.2% |
| 3M | -2.5% | +7.2% | -9.6% | -6.7% |
| 6M | +28.2% | +11.2% | +17.0% | +20.0% |
| YTD | +69.8% | +24.4% | +45.4% | +48.7% |
| 1Y | +162.9% | +6.7% | +156.2% | +148.4% |
| 3Y | +95.9% | +9.2% | +86.7% | +80.1% |
| All | +238.0% | +27.6% | +210.5% | +145.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling