+14.5%
KEY vs ONTO
+124.4%
-109.9%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.9% | +3.5% | +1.2% |
| 7D | +2.9% | +17.5% | -14.6% | -0.4% |
| 30D | +8.4% | -15.7% | +24.1% | +10.9% |
| 3M | -5.8% | -39.7% | +34.0% | +2.2% |
| 6M | +5.4% | -26.5% | +31.9% | +6.4% |
| YTD | +7.1% | +29.0% | -21.9% | -7.2% |
| 1Y | +26.8% | +57.0% | -30.2% | +4.4% |
| 3Y | +128.7% | +50.0% | +78.7% | +68.1% |
| All | +14.5% | +124.4% | -109.9% | -33.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling