-35.5%
KWEB vs ONTO
+696.1%
-731.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | -0.5% |
| 7D | -5.6% | +4.9% | -10.5% | -6.8% |
| 30D | -10.7% | -16.6% | +6.0% | -7.0% |
| 3M | -7.4% | -7.3% | -0.1% | -9.2% |
| 6M | -19.3% | +45.9% | -65.2% | -31.7% |
| YTD | -27.8% | +78.2% | -105.9% | -42.8% |
| 1Y | -35.9% | +159.8% | -195.8% | -55.2% |
| 3Y | -1.9% | +123.4% | -125.3% | -38.7% |
| 5Y | -43.2% | +265.8% | -309.0% | -72.4% |
| All | -35.5% | +696.1% | -731.6% | -77.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling