+168.5%
KR vs ONTO
+696.1%
-527.6%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.6% | -1.9% | +2.9% |
| 7D | -0.2% | +4.9% | -5.1% | +0.1% |
| 30D | +5.1% | -16.6% | +21.7% | +4.3% |
| 3M | -8.2% | -7.3% | -0.8% | -7.9% |
| 6M | -18.0% | +45.9% | -63.9% | -16.3% |
| YTD | -4.8% | +78.2% | -82.9% | -2.2% |
| 1Y | -11.0% | +159.8% | -170.9% | -7.7% |
| 3Y | +37.7% | +123.4% | -85.8% | +41.8% |
| 5Y | +52.8% | +265.8% | -213.0% | +54.9% |
| All | +168.5% | +696.1% | -527.6% | +161.4% |
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