+23.5%
KEY vs ONTO
+53.2%
-29.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +8.9% | -8.4% | -0.1% |
| 7D | -0.5% | +16.4% | -16.9% | -1.7% |
| 30D | +6.7% | -21.4% | +28.2% | +8.2% |
| 3M | -4.6% | -32.7% | +28.1% | -2.3% |
| 6M | +2.6% | -25.2% | +27.8% | +2.1% |
| YTD | +7.0% | +36.2% | -29.3% | -3.4% |
| 1Y | +23.5% | +61.2% | -37.7% | +7.4% |
| All | +23.5% | +53.2% | -29.8% | +7.4% |
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