+318.6%
KGC vs ONTO
+45.4%
+273.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.1% | -8.1% | +1.4% |
| 7D | +10.5% | -14.0% | +24.5% | +12.4% |
| 30D | -4.1% | -43.1% | +39.0% | +3.8% |
| 3M | -13.1% | -35.5% | +22.4% | -8.3% |
| 6M | -27.5% | -41.1% | +13.5% | -23.7% |
| YTD | -20.7% | +9.8% | -30.5% | -23.2% |
| 1Y | -6.1% | +31.5% | -37.6% | -11.1% |
| 3Y | +318.6% | +45.2% | +273.4% | +369.9% |
| All | +318.6% | +45.4% | +273.2% | +369.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling