+2.1%
KMB vs ONTO
+51.5%
-49.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.9% | +5.0% | +1.9% |
| 7D | +0.9% | +17.5% | -16.6% | +1.9% |
| 30D | +10.1% | -15.7% | +25.7% | +9.5% |
| 3M | 0.0% | -39.7% | +39.8% | -1.8% |
| 6M | +15.7% | -26.5% | +42.2% | +15.1% |
| YTD | +12.6% | +29.0% | -16.3% | +14.9% |
| 1Y | +10.1% | +57.0% | -46.8% | +13.3% |
| 3Y | +2.1% | +50.0% | -47.8% | +2.3% |
| All | +2.1% | +51.5% | -49.4% | +2.3% |
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