+35.7%
KGC vs ONTO
+168.3%
-132.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.0% | +1.2% | +0.5% |
| 7D | -0.1% | +9.4% | -9.5% | -2.3% |
| 30D | +10.5% | -4.4% | +14.9% | +10.8% |
| 3M | +19.8% | +1.6% | +18.2% | +13.7% |
| 6M | -6.7% | +45.3% | -51.9% | -21.1% |
| YTD | +7.8% | +76.4% | -68.6% | -13.7% |
| 1Y | +35.7% | +167.2% | -131.5% | -1.8% |
| All | +35.7% | +168.3% | -132.6% | -1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling