+136.7%
KORU vs ONTO
+695.7%
-558.9%
-94.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +4.9% | -3.3% | -2.9% |
| 7D | +24.3% | +9.7% | +14.6% | +14.4% |
| 30D | +37.3% | -8.8% | +46.1% | +52.6% |
| 3M | -32.8% | +4.5% | -37.3% | -24.5% |
| 6M | +36.9% | +56.4% | -19.5% | +24.5% |
| YTD | +162.6% | +78.1% | +84.5% | +120.9% |
| 1Y | +467.0% | +171.3% | +295.8% | +245.1% |
| 3Y | +522.4% | +118.7% | +403.7% | +243.4% |
| 5Y | +57.9% | +269.4% | -211.5% | -51.8% |
| All | +136.7% | +695.7% | -558.9% | -70.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling