+238.0%
ONTO vs KMX
-50.1%
+288.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +1.0% | +5.1% | +5.8% |
| 7D | -1.0% | +1.9% | -2.9% | -1.7% |
| 30D | -2.9% | +11.7% | -14.6% | -6.9% |
| 3M | -2.5% | +34.9% | -37.3% | -13.3% |
| 6M | +28.2% | +50.3% | -22.1% | +7.5% |
| YTD | +69.8% | +63.8% | +6.0% | +36.6% |
| 1Y | +162.9% | +3.8% | +159.0% | +147.8% |
| 3Y | +95.9% | -24.3% | +120.2% | +105.8% |
| All | +238.0% | -50.1% | +288.1% | +298.6% |
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