-12.6%
KHC vs ONTO
+45.4%
-58.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +11.1% | -13.9% | -2.1% |
| 7D | +1.1% | -14.0% | +15.1% | +0.4% |
| 30D | +12.0% | -43.1% | +55.0% | +9.2% |
| 3M | +0.2% | -35.5% | +35.7% | -1.6% |
| 6M | +10.3% | -41.1% | +51.4% | +8.4% |
| YTD | +6.7% | +9.8% | -3.0% | +6.4% |
| 1Y | +10.9% | +31.5% | -20.7% | +10.8% |
| 3Y | -12.6% | +45.2% | -57.8% | -11.6% |
| All | -12.6% | +45.4% | -58.0% | -11.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling