+57.0%
ONTO vs KIM
+30.6%
+26.4%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KIM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.4% | -3.2% | -2.7% |
| 7D | +17.5% | +0.1% | +17.4% | +17.5% |
| 30D | -15.7% | +14.1% | -29.8% | -9.7% |
| 3M | -39.7% | +6.0% | -45.7% | -36.8% |
| 6M | -26.5% | +13.2% | -39.7% | -23.6% |
| YTD | +29.0% | +30.4% | -1.4% | +46.6% |
| 1Y | +57.0% | +31.0% | +25.9% | +79.5% |
| All | +57.0% | +30.6% | +26.4% | +79.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KIM.
Daily Out/Under-Performance
Portfolio return minus KIM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KIM 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 1y: compounded portfolio wealth divided by compounded KIM 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…
1y analysis · Full analysis span regression · 6 months rolling