-22.1%
ONON vs KEY
+34.2%
-56.2%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -1.8% | -0.8% | -1.8% |
| 7D | -1.7% | +2.7% | -4.4% | -2.9% |
| 30D | -27.4% | -3.2% | -24.2% | -26.3% |
| 3M | -26.5% | +1.0% | -27.5% | -26.9% |
| 6M | -34.2% | +11.9% | -46.1% | -37.6% |
| YTD | -41.3% | +8.7% | -50.0% | -43.6% |
| 1Y | -39.7% | +18.5% | -58.1% | -44.4% |
| 3Y | -7.8% | +124.0% | -131.8% | -37.7% |
| All | -22.1% | +34.2% | -56.2% | -23.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling