+61.2%
ONTO vs MKC
-24.7%
+85.9%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.9% | +0.5% | +8.4% | +9.2% |
| 7D | +16.4% | -7.0% | +23.4% | +11.7% |
| 30D | -21.4% | +4.1% | -25.5% | -19.1% |
| 3M | -32.7% | -10.3% | -22.4% | -34.8% |
| 6M | -25.2% | +1.7% | -26.9% | -23.8% |
| YTD | +36.2% | -29.1% | +65.3% | +33.2% |
| 1Y | +61.2% | -26.0% | +87.2% | +63.7% |
| All | +61.2% | -24.7% | +85.9% | +63.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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