+9.8%
KMB vs ONTO
+449.2%
-439.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +12.0% | -8.8% | +3.2% |
| 7D | +3.4% | +1.4% | +2.0% | +3.4% |
| 30D | +14.7% | -34.1% | +48.8% | +15.1% |
| 3M | +3.3% | -37.1% | +40.3% | +3.6% |
| 6M | +16.8% | -31.8% | +48.6% | +16.7% |
| YTD | +15.2% | +22.9% | -7.7% | +13.3% |
| 1Y | +13.3% | +39.5% | -26.2% | +11.0% |
| 3Y | +5.4% | +57.7% | -52.2% | -0.6% |
| 5Y | +2.7% | +115.8% | -113.1% | -7.8% |
| All | +9.8% | +449.2% | -439.4% | -22.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling