+121.6%
KMI vs ONTO
+51.5%
+70.1%
-18.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.9% | +2.6% | -0.2% |
| 7D | +6.5% | +17.5% | -11.0% | +5.9% |
| 30D | -3.4% | -15.7% | +12.2% | -3.2% |
| 3M | +0.4% | -39.7% | +40.1% | +1.5% |
| 6M | -0.9% | -26.5% | +25.6% | -1.0% |
| YTD | +20.5% | +29.0% | -8.5% | +16.3% |
| 1Y | +23.2% | +57.0% | -33.8% | +17.4% |
| 3Y | +121.6% | +50.0% | +71.6% | +115.4% |
| All | +121.6% | +51.5% | +70.1% | +115.4% |
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