+375.7%
KORU vs ONTO
+162.0%
+213.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +4.6% | +4.4% | +2.2% |
| 7D | -1.7% | +4.9% | -6.6% | -8.2% |
| 30D | +13.5% | -16.6% | +30.2% | +52.0% |
| 3M | -45.2% | -7.3% | -37.9% | -30.0% |
| 6M | +17.1% | +45.9% | -28.8% | +0.8% |
| YTD | +154.1% | +78.2% | +76.0% | +91.5% |
| 1Y | +375.7% | +159.8% | +215.8% | +163.5% |
| All | +375.7% | +162.0% | +213.7% | +163.5% |
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 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