+16.6%
KRE vs ONTO
+162.8%
-146.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +6.2% | -5.6% | +0.1% |
| 7D | +1.3% | -1.0% | +2.3% | +1.4% |
| 30D | -2.7% | -2.9% | +0.2% | -2.7% |
| 3M | +8.2% | -2.5% | +10.6% | +6.8% |
| 6M | +12.8% | +28.2% | -15.4% | +6.8% |
| YTD | +17.5% | +69.8% | -52.3% | +7.4% |
| 1Y | +16.6% | +162.9% | -146.3% | +5.1% |
| All | +16.6% | +162.8% | -146.2% | +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