-11.0%
KR vs ONTO
+162.0%
-173.0%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.6% | -1.9% | +3.3% |
| 7D | -0.2% | +4.9% | -5.1% | +0.5% |
| 30D | +5.1% | -16.6% | +21.7% | +2.7% |
| 3M | -8.2% | -7.3% | -0.8% | -7.5% |
| 6M | -18.0% | +45.9% | -63.9% | -11.0% |
| YTD | -4.8% | +78.2% | -82.9% | +6.1% |
| 1Y | -11.0% | +159.8% | -170.9% | +5.1% |
| All | -11.0% | +162.0% | -173.0% | +5.1% |
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