+134.0%
ONTO vs KMX
-65.0%
+199.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.4% | -0.1% | -1.6% |
| 7D | +34.4% | 0.0% | +34.5% | +34.5% |
| 30D | -20.4% | +3.5% | -23.9% | -21.9% |
| 3M | -37.8% | -10.4% | -27.4% | -35.9% |
| 6M | -24.6% | +37.6% | -62.2% | -34.7% |
| YTD | +32.8% | +36.1% | -3.3% | +12.9% |
| 1Y | +54.7% | +52.8% | +2.0% | +24.9% |
| 3Y | +54.7% | -17.0% | +71.7% | +55.5% |
| 5Y | +134.0% | -64.7% | +198.7% | +216.6% |
| All | +134.0% | -65.0% | +199.0% | +216.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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