+238.0%
ONTO vs DKS
+11.8%
+226.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -0.4% | +6.6% | +6.3% |
| 7D | -1.0% | +3.0% | -4.0% | -2.2% |
| 30D | -2.9% | -30.5% | +27.6% | +8.5% |
| 3M | -2.5% | -35.7% | +33.2% | +11.7% |
| 6M | +28.2% | -29.7% | +57.9% | +40.3% |
| YTD | +69.8% | -28.9% | +98.6% | +84.4% |
| 1Y | +162.9% | -35.9% | +198.8% | +198.6% |
| 3Y | +95.9% | +28.2% | +67.8% | +64.0% |
| All | +238.0% | +11.8% | +226.2% | +154.3% |
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