-42.1%
KWEB vs ONTO
+261.1%
-303.1%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +4.6% | -3.9% | -0.4% |
| 7D | -5.6% | +4.9% | -10.5% | -6.7% |
| 30D | -10.7% | -16.6% | +6.0% | -7.3% |
| 3M | -7.4% | -7.3% | -0.1% | -9.0% |
| 6M | -19.3% | +45.9% | -65.2% | -30.8% |
| YTD | -27.8% | +78.2% | -105.9% | -41.8% |
| 1Y | -35.9% | +159.8% | -195.8% | -54.1% |
| 3Y | -1.9% | +123.4% | -125.3% | -39.2% |
| All | -42.1% | +261.1% | -303.1% | -73.2% |
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