+57.8%
KDP vs ONTO
+390.5%
-332.7%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +11.1% | -11.8% | -1.2% |
| 7D | +2.2% | -14.0% | +16.2% | +2.7% |
| 30D | +19.9% | -43.1% | +63.0% | +22.8% |
| 3M | +21.5% | -35.5% | +57.0% | +23.1% |
| 6M | +30.1% | -41.1% | +71.2% | +31.5% |
| YTD | +34.9% | +9.8% | +25.2% | +30.0% |
| 1Y | +43.4% | +31.5% | +11.9% | +36.2% |
| 3Y | +29.1% | +45.2% | -16.1% | +14.6% |
| 5Y | +15.0% | +86.7% | -71.7% | -4.5% |
| All | +57.8% | +390.5% | -332.7% | -2.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling