+16.5%
KRE vs ONTO
+156.1%
-139.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +0.7% |
| 7D | -1.4% | +6.5% | -7.9% | -1.8% |
| 30D | -3.9% | -15.9% | +12.0% | -3.0% |
| 3M | +3.6% | -0.2% | +3.8% | +2.1% |
| 6M | +15.4% | +38.7% | -23.4% | +8.3% |
| YTD | +15.2% | +70.4% | -55.1% | +5.2% |
| 1Y | +16.5% | +153.6% | -137.1% | +3.9% |
| All | +16.5% | +156.1% | -139.7% | +3.9% |
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