+136.2%
KORU vs ONTO
+51.5%
+84.7%
-89.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -2.9% | -2.5% | -2.5% |
| 7D | +11.1% | +17.5% | -6.4% | -5.0% |
| 30D | -40.6% | -15.7% | -24.9% | -24.2% |
| 3M | -63.9% | -39.7% | -24.2% | -33.1% |
| 6M | -82.8% | -26.5% | -56.3% | -68.3% |
| YTD | -15.4% | +29.0% | -44.4% | +17.3% |
| 1Y | -3.3% | +57.0% | -60.2% | +20.2% |
| 3Y | +136.2% | +50.0% | +86.2% | +196.3% |
| All | +136.2% | +51.5% | +84.7% | +196.3% |
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 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