+68.2%
KEY vs ONTO
+658.6%
-590.3%
-65.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +6.2% | -5.9% | -1.6% |
| 7D | +2.2% | -1.0% | +3.2% | +2.4% |
| 30D | -3.0% | -2.9% | -0.1% | -3.4% |
| 3M | +3.3% | -2.5% | +5.8% | -0.9% |
| 6M | +9.2% | +28.2% | -19.0% | -6.3% |
| YTD | +10.6% | +69.8% | -59.1% | -14.7% |
| 1Y | +20.4% | +162.9% | -142.5% | -22.0% |
| 3Y | +121.8% | +95.9% | +25.9% | +34.3% |
| 5Y | +41.1% | +244.5% | -203.4% | -42.1% |
| All | +68.2% | +658.6% | -590.3% | -66.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling