+65.4%
KNX vs ONTO
+162.8%
-97.4%
-19.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.2% | -2.7% | +2.4% |
| 7D | +7.1% | -1.0% | +8.1% | +7.2% |
| 30D | +1.7% | -2.9% | +4.6% | +1.9% |
| 3M | -8.1% | -2.5% | -5.7% | -9.4% |
| 6M | +14.0% | +28.2% | -14.2% | +3.7% |
| YTD | +38.5% | +69.8% | -31.3% | +17.6% |
| 1Y | +65.4% | +162.9% | -97.5% | +33.8% |
| All | +65.4% | +162.8% | -97.4% | +33.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling