+129.2%
KMI vs ONTO
+661.2%
-532.0%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.4% | +1.9% | -1.0% |
| 7D | -2.1% | +6.5% | -8.6% | -3.0% |
| 30D | -1.7% | -15.9% | +14.2% | +0.5% |
| 3M | -1.9% | -0.2% | -1.7% | -4.2% |
| 6M | -4.3% | +38.7% | -43.1% | -12.6% |
| YTD | +15.8% | +70.4% | -54.6% | +1.2% |
| 1Y | +17.6% | +153.6% | -136.0% | -5.6% |
| 3Y | +113.1% | +109.2% | +3.9% | +59.8% |
| 5Y | +154.0% | +249.7% | -95.8% | +49.5% |
| All | +129.2% | +661.2% | -532.0% | -18.8% |
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