+7.0%
KHC vs ONTO
+33.8%
-26.8%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +12.0% | -12.8% | +0.7% |
| 7D | -2.0% | +1.4% | -3.4% | -1.5% |
| 30D | +9.7% | -34.1% | +43.8% | +5.8% |
| 3M | -2.0% | -37.1% | +35.0% | -5.5% |
| 6M | +5.4% | -31.8% | +37.3% | +3.1% |
| YTD | +5.9% | +22.9% | -17.0% | +9.5% |
| All | +7.0% | +33.8% | -26.8% | +12.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling