+132.5%
KMI vs ONTO
+658.6%
-526.1%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +6.2% | -6.8% | -1.5% |
| 7D | -0.5% | -1.0% | +0.5% | -0.4% |
| 30D | +0.9% | -2.9% | +3.8% | +0.6% |
| 3M | 0.0% | -2.5% | +2.4% | -2.1% |
| 6M | -5.7% | +28.2% | -33.9% | -12.8% |
| YTD | +17.5% | +69.8% | -52.3% | +2.7% |
| 1Y | +22.3% | +162.9% | -140.6% | -2.5% |
| 3Y | +111.9% | +95.9% | +16.0% | +61.6% |
| 5Y | +151.8% | +244.5% | -92.6% | +49.0% |
| All | +132.5% | +658.6% | -526.1% | -17.6% |
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