+93.0%
KNX vs ONTO
+696.1%
-603.1%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +4.6% | -6.1% | -2.4% |
| 7D | -5.6% | +4.9% | -10.5% | -6.5% |
| 30D | -4.4% | -16.6% | +12.2% | -1.3% |
| 3M | -17.3% | -7.3% | -10.0% | -17.7% |
| 6M | +22.6% | +45.9% | -23.3% | +10.4% |
| YTD | +31.1% | +78.2% | -47.0% | +12.9% |
| 1Y | +60.2% | +159.8% | -99.6% | +27.3% |
| 3Y | +35.8% | +123.4% | -87.7% | +2.0% |
| 5Y | +38.9% | +265.8% | -226.9% | -10.4% |
| All | +93.0% | +696.1% | -603.1% | -4.8% |
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