+24.1%
KHC vs ONTO
+658.6%
-634.5%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +6.2% | -6.8% | -0.9% |
| 7D | -1.8% | -1.0% | -0.7% | -1.7% |
| 30D | -1.9% | -2.9% | +1.0% | -2.0% |
| 3M | +14.4% | -2.5% | +16.9% | +13.6% |
| 6M | +8.7% | +28.2% | -19.5% | +6.2% |
| YTD | +7.8% | +69.8% | -62.0% | +3.4% |
| 1Y | -1.5% | +162.9% | -164.4% | -8.3% |
| 3Y | -9.9% | +95.9% | -105.8% | -18.4% |
| 5Y | -10.7% | +244.5% | -255.2% | -28.4% |
| All | +24.1% | +658.6% | -634.5% | -30.7% |
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