+82.6%
KO vs ONTO
+261.1%
-178.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +4.6% | -4.1% | +0.6% |
| 7D | +0.2% | +4.9% | -4.7% | +0.3% |
| 30D | +1.8% | -16.6% | +18.4% | +1.5% |
| 3M | +7.7% | -7.3% | +15.0% | +7.7% |
| 6M | +15.3% | +45.9% | -30.7% | +15.4% |
| YTD | +28.0% | +78.2% | -50.2% | +28.2% |
| 1Y | +34.3% | +159.8% | -125.6% | +34.3% |
| 3Y | +63.8% | +123.4% | -59.6% | +58.9% |
| All | +82.6% | +261.1% | -178.5% | +65.6% |
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