+74.3%
OKE vs ONTO
+115.7%
-41.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ONTO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +4.6% | -3.6% | +0.7% |
| 7D | +1.2% | +4.9% | -3.7% | +1.0% |
| 30D | +4.5% | -16.6% | +21.1% | +5.2% |
| 3M | +9.6% | -7.3% | +16.9% | +9.2% |
| 6M | +15.4% | +45.9% | -30.6% | +10.2% |
| YTD | +36.5% | +78.2% | -41.7% | +26.9% |
| 1Y | +39.0% | +159.8% | -120.9% | +22.9% |
| 3Y | +74.3% | +123.4% | -49.1% | +45.6% |
| All | +74.3% | +115.7% | -41.4% | +45.6% |
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