-24.6%
KVUE vs ONTO
+238.5%
-263.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.0% | -2.5% | -3.5% |
| 7D | -7.2% | +9.4% | -16.6% | -6.8% |
| 30D | -5.7% | -4.4% | -1.2% | -5.8% |
| 3M | +0.2% | +1.6% | -1.4% | +0.7% |
| 6M | 0.0% | +45.3% | -45.2% | +2.2% |
| YTD | +6.5% | +76.4% | -69.9% | +10.0% |
| 1Y | -1.4% | +167.2% | -168.6% | +3.7% |
| 3Y | -5.6% | +116.6% | -122.2% | -3.6% |
| All | -24.6% | +238.5% | -263.1% | -26.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling