+58.2%
KEY vs ONTO
+390.5%
-332.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +11.1% | -11.6% | -3.7% |
| 7D | -1.3% | -14.0% | +12.8% | +2.2% |
| 30D | +5.1% | -43.1% | +48.2% | +21.7% |
| 3M | -7.1% | -35.5% | +28.4% | +1.6% |
| 6M | -4.4% | -41.1% | +36.7% | +3.3% |
| YTD | +4.0% | +9.8% | -5.8% | -11.3% |
| 1Y | +23.4% | +31.5% | -8.1% | -1.7% |
| 3Y | +113.9% | +45.2% | +68.7% | +35.4% |
| 5Y | +12.3% | +86.7% | -74.4% | -43.2% |
| All | +58.2% | +390.5% | -332.3% | -64.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling