+52.6%
KDP vs ONTO
+493.5%
-440.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.5% | -4.9% | -7.3% |
| 7D | -4.0% | +34.4% | -38.4% | -5.2% |
| 30D | +8.5% | -20.4% | +28.9% | +9.4% |
| 3M | +20.7% | -37.8% | +58.5% | +23.0% |
| 6M | +23.2% | -24.6% | +47.7% | +23.1% |
| YTD | +30.5% | +32.8% | -2.3% | +24.7% |
| 1Y | +35.9% | +54.7% | -18.8% | +28.3% |
| 3Y | +24.8% | +54.7% | -29.9% | +11.7% |
| 5Y | +13.4% | +134.0% | -120.6% | -7.1% |
| All | +52.6% | +493.5% | -440.9% | -6.6% |
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