+22.5%
KRE vs ONTO
+52.3%
-29.8%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.9% | +3.2% | +0.4% |
| 7D | +0.7% | +17.5% | -16.8% | 0.0% |
| 30D | +6.1% | -15.7% | +21.8% | +6.7% |
| 3M | -5.9% | -39.7% | +33.8% | -3.9% |
| 6M | +9.6% | -26.5% | +36.1% | +8.9% |
| YTD | +14.2% | +29.0% | -14.8% | +3.8% |
| 1Y | +22.5% | +57.0% | -34.4% | +7.7% |
| All | +22.5% | +52.3% | -29.8% | +7.7% |
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