+32.7%
KO vs ONTO
+162.8%
-130.1%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.2% | -7.0% | -0.3% |
| 7D | -1.8% | -1.0% | -0.7% | -1.8% |
| 30D | +1.4% | -2.9% | +4.3% | +1.4% |
| 3M | +15.4% | -2.5% | +17.8% | +15.7% |
| 6M | +14.3% | +28.2% | -13.9% | +16.0% |
| YTD | +27.7% | +69.8% | -42.1% | +32.4% |
| 1Y | +32.7% | +162.9% | -130.2% | +39.8% |
| All | +32.7% | +162.8% | -130.1% | +39.8% |
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