-23.7%
KORU vs ONTO
+476.3%
-500.1%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -2.7% |
| 7D | +11.1% | +17.5% | -6.4% | -4.1% |
| 30D | -40.6% | -15.7% | -24.9% | -24.8% |
| 3M | -63.9% | -39.7% | -24.2% | -34.3% |
| 6M | -82.8% | -26.5% | -56.3% | -68.8% |
| YTD | -15.4% | +29.0% | -44.4% | +7.5% |
| 1Y | -3.3% | +57.0% | -60.2% | +5.8% |
| 3Y | +136.2% | +50.0% | +86.2% | +110.0% |
| 5Y | -36.7% | +127.3% | -164.0% | -65.4% |
| All | -23.7% | +476.3% | -500.1% | -85.6% |
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 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