+426.3%
KGC vs ONTO
+390.5%
+35.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +11.1% | -8.1% | +1.0% |
| 7D | +10.5% | -14.0% | +24.5% | +12.8% |
| 30D | -4.1% | -43.1% | +39.0% | +5.5% |
| 3M | -13.1% | -35.5% | +22.4% | -7.3% |
| 6M | -27.5% | -41.1% | +13.5% | -22.9% |
| YTD | -20.7% | +9.8% | -30.5% | -25.0% |
| 1Y | -6.1% | +31.5% | -37.6% | -14.1% |
| 3Y | +318.6% | +45.2% | +273.4% | +248.1% |
| 5Y | +289.9% | +86.7% | +203.2% | +189.1% |
| All | +426.3% | +390.5% | +35.8% | +161.4% |
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