-8.7%
KVUE vs ONTO
+115.7%
-124.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +4.6% | -4.6% | +0.2% |
| 7D | -5.1% | +4.9% | -10.1% | -4.9% |
| 30D | -6.3% | -16.6% | +10.3% | -7.1% |
| 3M | -0.5% | -7.3% | +6.8% | -0.3% |
| 6M | +3.1% | +45.9% | -42.8% | +5.8% |
| YTD | +6.7% | +78.2% | -71.5% | +10.9% |
| 1Y | -1.1% | +159.8% | -161.0% | +4.9% |
| 3Y | -8.7% | +123.4% | -132.2% | -6.8% |
| All | -8.7% | +115.7% | -124.4% | -6.8% |
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