+23.6%
KDP vs ONTO
+56.0%
-32.4%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.4% | -2.5% | -4.9% | -7.5% |
| 7D | -4.0% | +34.4% | -38.4% | -3.2% |
| 30D | +8.5% | -20.4% | +28.9% | +8.2% |
| 3M | +20.7% | -37.8% | +58.5% | +20.1% |
| 6M | +23.2% | -24.6% | +47.7% | +22.8% |
| YTD | +30.5% | +32.8% | -2.3% | +30.3% |
| 1Y | +35.9% | +54.7% | -18.8% | +35.9% |
| All | +23.6% | +56.0% | -32.4% | +19.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling