+29.6%
KEY vs ONTO
+46.1%
-16.5%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -8.7% | +10.2% | +2.1% |
| 7D | +1.7% | -17.4% | +19.0% | +2.9% |
| 30D | +6.8% | -43.2% | +50.0% | +11.1% |
| 3M | -5.8% | -35.7% | +29.9% | -3.4% |
| 6M | +1.4% | -38.3% | +39.7% | +2.7% |
| YTD | +7.5% | +17.1% | -9.6% | -2.1% |
| 1Y | +29.6% | +43.1% | -13.5% | +13.3% |
| All | +29.6% | +46.1% | -16.5% | +13.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling