+6.7%
KDP vs ONTO
+104.0%
-97.3%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.0% | -0.8% |
| 7D | +1.3% | -1.0% | +2.3% | +1.3% |
| 30D | +6.0% | -2.9% | +8.9% | +5.9% |
| 3M | +9.2% | -2.5% | +11.6% | +9.1% |
| 6M | +14.7% | +28.2% | -13.5% | +14.6% |
| YTD | +19.2% | +69.8% | -50.6% | +19.2% |
| 1Y | +15.2% | +162.9% | -147.7% | +15.4% |
| All | +6.7% | +104.0% | -97.3% | +1.6% |
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 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