+123.6%
KEY vs ONTO
+97.2%
+26.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | -0.7% |
| 7D | +2.2% | -1.0% | +3.2% | +2.3% |
| 30D | -3.0% | -2.9% | -0.1% | -3.1% |
| 3M | +3.3% | -2.5% | +5.8% | +1.2% |
| 6M | +9.2% | +28.2% | -19.0% | +0.7% |
| YTD | +10.6% | +69.8% | -59.1% | -3.8% |
| 1Y | +20.4% | +162.9% | -142.5% | -4.8% |
| All | +123.6% | +97.2% | +26.4% | +66.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling