+41.1%
KNX vs ONTO
+246.7%
-205.6%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.8% | +1.0% |
| 7D | -0.5% | +6.5% | -7.0% | -1.7% |
| 30D | +1.0% | -15.9% | +16.9% | +4.1% |
| 3M | -12.6% | -0.2% | -12.5% | -14.4% |
| 6M | +21.1% | +38.7% | -17.7% | +10.1% |
| YTD | +33.2% | +70.4% | -37.2% | +15.7% |
| 1Y | +67.8% | +153.6% | -85.8% | +34.0% |
| 3Y | +37.3% | +109.2% | -71.9% | +2.8% |
| 5Y | +41.1% | +249.7% | -208.7% | -13.0% |
| All | +41.1% | +246.7% | -205.6% | -13.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling