-24.5%
KVUE vs ONTO
+242.0%
-266.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -7.0% |
| 3M | -0.5% | -7.3% | +6.8% | -0.3% |
| 6M | +3.1% | +45.9% | -42.8% | +5.4% |
| YTD | +6.7% | +78.2% | -71.5% | +10.3% |
| 1Y | -1.1% | +159.8% | -161.0% | +3.9% |
| 3Y | -8.7% | +123.4% | -132.2% | -6.8% |
| All | -24.5% | +242.0% | -266.4% | -26.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling