+21.9%
KHC vs ONTO
+449.2%
-427.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +12.0% | -12.8% | -1.0% |
| 7D | -2.0% | +1.4% | -3.4% | -2.1% |
| 30D | +9.7% | -34.1% | +43.8% | +10.7% |
| 3M | -2.0% | -37.1% | +35.0% | -1.1% |
| 6M | +5.4% | -31.8% | +37.3% | +5.5% |
| YTD | +5.9% | +22.9% | -17.0% | +2.2% |
| 1Y | +7.5% | +39.5% | -32.0% | +2.8% |
| 3Y | -12.4% | +57.7% | -70.1% | -21.0% |
| 5Y | -15.8% | +115.8% | -131.7% | -29.7% |
| All | +21.9% | +449.2% | -427.3% | -31.5% |
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