+173.2%
BKR vs ONTO
+245.2%
-72.0%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -3.4% | -3.3% | -6.1% |
| 7D | -6.7% | +6.5% | -13.2% | -7.6% |
| 30D | -8.3% | -15.9% | +7.6% | -6.1% |
| 3M | -5.4% | -0.2% | -5.2% | -7.5% |
| 6M | +0.8% | +38.7% | -37.9% | -7.4% |
| YTD | +31.8% | +70.4% | -38.5% | +16.5% |
| 1Y | +28.6% | +153.6% | -125.0% | +5.6% |
| 3Y | +71.2% | +109.2% | -38.0% | +36.1% |
| All | +173.2% | +245.2% | -72.0% | +83.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling