+134.0%
ONTO vs DKS
+25.2%
+108.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.6% | +0.1% | -1.5% |
| 7D | +34.4% | +3.3% | +31.2% | +33.0% |
| 30D | -20.4% | +5.9% | -26.3% | -22.8% |
| 3M | -37.8% | -27.4% | -10.4% | -32.1% |
| 6M | -24.6% | -32.6% | +8.0% | -16.1% |
| YTD | +32.8% | -24.8% | +57.6% | +39.9% |
| 1Y | +54.7% | -32.8% | +87.6% | +71.2% |
| 3Y | +54.7% | +39.1% | +15.6% | +24.0% |
| 5Y | +134.0% | +25.0% | +109.0% | +58.6% |
| All | +134.0% | +25.2% | +108.8% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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