+390.5%
ONTO vs MKC
-29.7%
+420.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -3.3% | +14.4% | +11.2% |
| 7D | -14.0% | +2.3% | -16.4% | -14.2% |
| 30D | -43.1% | +8.1% | -51.2% | -43.4% |
| 3M | -35.5% | -6.4% | -29.1% | -35.3% |
| 6M | -41.1% | +1.8% | -42.9% | -41.6% |
| YTD | +9.8% | -26.9% | +36.7% | +14.1% |
| 1Y | +31.5% | -21.7% | +53.2% | +34.9% |
| 3Y | +45.2% | -18.7% | +63.9% | +42.6% |
| 5Y | +86.7% | -32.8% | +119.5% | +87.6% |
| All | +390.5% | -29.7% | +420.1% | +332.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling