+18.5%
KEY vs ONTO
+167.3%
-148.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +4.9% | -6.6% | -2.2% |
| 7D | +2.7% | +9.7% | -6.9% | +1.9% |
| 30D | -3.2% | -8.8% | +5.6% | -2.6% |
| 3M | +1.0% | +4.5% | -3.5% | -1.4% |
| 6M | +11.9% | +56.4% | -44.5% | +2.6% |
| YTD | +8.7% | +78.1% | -69.4% | -2.2% |
| 1Y | +18.5% | +171.3% | -152.8% | +5.4% |
| All | +18.5% | +167.3% | -148.8% | +5.4% |
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