+129.1%
KORU vs ONTO
+696.1%
-567.0%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.6% | +4.4% | +4.8% |
| 7D | -1.7% | +4.9% | -6.6% | -5.6% |
| 30D | +13.5% | -16.6% | +30.2% | +37.1% |
| 3M | -45.2% | -7.3% | -37.9% | -32.7% |
| 6M | +17.1% | +45.9% | -28.8% | +12.5% |
| YTD | +154.1% | +78.2% | +76.0% | +114.7% |
| 1Y | +375.7% | +159.8% | +215.8% | +200.1% |
| 3Y | +474.0% | +123.4% | +350.6% | +212.5% |
| 5Y | +60.4% | +265.8% | -205.4% | -50.3% |
| All | +129.1% | +696.1% | -567.0% | -71.3% |
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