+24.3%
KHC vs ONTO
+695.7%
-671.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.9% | -4.7% | +0.1% |
| 7D | -2.2% | +9.7% | -11.9% | -2.5% |
| 30D | -0.1% | -8.8% | +8.7% | +0.1% |
| 3M | +8.3% | +4.5% | +3.8% | +7.4% |
| 6M | +5.0% | +56.4% | -51.5% | +1.6% |
| YTD | +8.0% | +78.1% | -70.1% | +3.5% |
| 1Y | -1.1% | +171.3% | -172.4% | -8.0% |
| 3Y | -10.7% | +118.7% | -129.4% | -19.9% |
| 5Y | -13.5% | +269.4% | -282.9% | -31.0% |
| All | +24.3% | +695.7% | -671.3% | -30.6% |
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 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