-5.4%
ONON vs KEY
+135.1%
-140.5%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.3% | -1.6% | -1.4% |
| 7D | -3.0% | +2.2% | -5.2% | -4.0% |
| 30D | -26.7% | -3.0% | -23.7% | -25.7% |
| 3M | -25.3% | +3.3% | -28.6% | -26.6% |
| 6M | -35.3% | +9.2% | -44.4% | -38.0% |
| YTD | -39.8% | +10.6% | -50.4% | -42.7% |
| 1Y | -39.2% | +20.4% | -59.6% | -44.5% |
| All | -5.4% | +135.1% | -140.5% | -35.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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