+302.8%
KKR vs ONTO
+658.6%
-355.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +6.2% | -8.0% | -4.0% |
| 7D | -0.9% | -1.0% | +0.2% | -0.7% |
| 30D | +2.2% | -2.9% | +5.1% | +1.6% |
| 3M | +13.1% | -2.5% | +15.5% | +7.7% |
| 6M | +15.3% | +28.2% | -13.0% | -3.7% |
| YTD | -15.0% | +69.8% | -84.8% | -37.0% |
| 1Y | -21.0% | +162.9% | -183.9% | -51.9% |
| 3Y | +76.7% | +95.9% | -19.2% | +5.9% |
| 5Y | +74.3% | +244.5% | -170.1% | -24.4% |
| All | +302.8% | +658.6% | -355.8% | +1.2% |
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