+6.8%
KDP vs ONTO
+243.6%
-236.8%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +6.2% | -7.0% | -1.0% |
| 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% | +8.7% |
| 6M | +14.7% | +28.2% | -13.5% | +13.1% |
| YTD | +19.2% | +69.8% | -50.6% | +16.5% |
| 1Y | +15.2% | +162.9% | -147.7% | +10.8% |
| 3Y | +6.0% | +95.9% | -90.0% | -0.9% |
| All | +6.8% | +243.6% | -236.8% | -7.5% |
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