+224.4%
BKR vs ONTO
+696.1%
-471.7%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +4.6% | -5.2% | -1.7% |
| 7D | -7.0% | +4.9% | -11.9% | -8.1% |
| 30D | -8.1% | -16.6% | +8.5% | -4.3% |
| 3M | -6.6% | -7.3% | +0.7% | -8.0% |
| 6M | +0.9% | +45.9% | -45.1% | -13.4% |
| YTD | +31.1% | +78.2% | -47.1% | +5.6% |
| 1Y | +27.7% | +159.8% | -132.1% | -8.7% |
| 3Y | +71.2% | +123.4% | -52.2% | +10.9% |
| 5Y | +177.6% | +265.8% | -88.2% | +30.8% |
| All | +224.4% | +696.1% | -471.7% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ONTO.
Daily Out/Under-Performance
Portfolio return minus ONTO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ONTO 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 ONTO 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