+34.0%
KR vs ONTO
+106.2%
-72.2%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -3.4% | +4.3% | +0.6% |
| 7D | -2.7% | +6.5% | -9.2% | -2.0% |
| 30D | +1.9% | -15.9% | +17.8% | +0.4% |
| 3M | -11.0% | -0.2% | -10.9% | -9.9% |
| 6M | -20.2% | +38.7% | -59.0% | -16.3% |
| YTD | -7.3% | +70.4% | -77.6% | -0.9% |
| 1Y | -13.1% | +153.6% | -166.7% | -4.0% |
| All | +34.0% | +106.2% | -72.2% | +48.0% |
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