+391.3%
KGC vs ONTO
+476.3%
-85.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.9% | +3.1% | +0.8% |
| 7D | -6.7% | +17.5% | -24.2% | -9.5% |
| 30D | -6.7% | -15.7% | +9.0% | -4.6% |
| 3M | -22.6% | -39.7% | +17.1% | -16.3% |
| 6M | -33.4% | -26.5% | -6.9% | -32.0% |
| YTD | -26.0% | +29.0% | -55.0% | -32.1% |
| 1Y | -18.3% | +57.0% | -75.3% | -27.8% |
| 3Y | +315.8% | +50.0% | +265.8% | +245.6% |
| 5Y | +225.7% | +127.3% | +98.4% | +132.1% |
| All | +391.3% | +476.3% | -85.1% | +136.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling