+159.1%
KR vs ONTO
+688.0%
-528.9%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.0% | -0.4% | -1.4% |
| 7D | -3.1% | +9.4% | -12.4% | -2.6% |
| 30D | +0.6% | -4.4% | +5.1% | +0.5% |
| 3M | -9.8% | +1.6% | -11.4% | -9.2% |
| 6M | -22.1% | +45.3% | -67.4% | -20.5% |
| YTD | -8.1% | +76.4% | -84.5% | -5.7% |
| 1Y | -14.7% | +167.2% | -181.8% | -11.5% |
| 3Y | +28.6% | +116.6% | -88.0% | +32.4% |
| 5Y | +36.4% | +263.7% | -227.4% | +38.2% |
| All | +159.1% | +688.0% | -528.9% | +152.1% |
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 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