+62.9%
KO vs ONTO
+106.2%
-43.3%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.4% | +3.7% | +0.1% |
| 7D | -1.1% | +6.5% | -7.6% | -0.7% |
| 30D | +1.6% | -15.9% | +17.5% | +0.7% |
| 3M | +5.8% | -0.2% | +5.9% | +6.2% |
| 6M | +14.3% | +38.7% | -24.5% | +16.5% |
| YTD | +27.3% | +70.4% | -43.0% | +31.0% |
| 1Y | +33.2% | +153.6% | -120.4% | +39.5% |
| All | +62.9% | +106.2% | -43.3% | +65.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling