+31.2%
KKR vs ONTO
+124.4%
-93.1%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.9% | +3.8% | +1.7% |
| 7D | +1.6% | +17.5% | -15.9% | -3.5% |
| 30D | +14.5% | -15.7% | +30.2% | +18.3% |
| 3M | -15.0% | -39.7% | +24.8% | -3.8% |
| 6M | +1.0% | -26.5% | +27.5% | +1.9% |
| YTD | -22.6% | +29.0% | -51.6% | -38.7% |
| 1Y | -18.2% | +57.0% | -75.2% | -40.1% |
| 3Y | +56.4% | +50.0% | +6.4% | -0.8% |
| All | +31.2% | +124.4% | -93.1% | -41.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling