+630.5%
KGC vs ONTO
+658.6%
-28.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +6.2% | -8.4% | -3.4% |
| 7D | -1.3% | -1.0% | -0.3% | -1.1% |
| 30D | +20.3% | -2.9% | +23.2% | +20.3% |
| 3M | +8.1% | -2.5% | +10.5% | +6.2% |
| 6M | -8.8% | +28.2% | -37.0% | -15.2% |
| YTD | +10.1% | +69.8% | -59.7% | -2.8% |
| 1Y | +44.2% | +162.9% | -118.7% | +17.4% |
| 3Y | +533.0% | +95.9% | +437.1% | +404.7% |
| 5Y | +443.0% | +244.5% | +198.5% | +257.7% |
| All | +630.5% | +658.6% | -28.1% | +238.6% |
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