+613.5%
KGC vs ONTO
+695.7%
-82.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.9% | -7.2% | -3.2% |
| 7D | +2.4% | +9.7% | -7.2% | +0.6% |
| 30D | +9.2% | -8.8% | +18.0% | +10.5% |
| 3M | +16.7% | +4.5% | +12.2% | +13.2% |
| 6M | -7.0% | +56.4% | -63.4% | -16.6% |
| YTD | +7.5% | +78.1% | -70.6% | -6.0% |
| 1Y | +34.4% | +171.3% | -136.9% | +8.7% |
| 3Y | +552.0% | +118.7% | +433.3% | +407.9% |
| 5Y | +454.5% | +269.4% | +185.1% | +260.0% |
| All | +613.5% | +695.7% | -82.2% | +227.7% |
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 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