+658.6%
ONTO vs MKC
-25.1%
+683.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | -1.0% | +7.1% | +6.2% |
| 7D | -1.0% | -5.9% | +4.8% | -0.6% |
| 30D | -2.9% | -0.9% | -2.0% | -3.0% |
| 3M | -2.5% | +12.7% | -15.2% | -4.4% |
| 6M | +28.2% | -19.3% | +47.5% | +32.1% |
| YTD | +69.8% | -22.2% | +91.9% | +75.6% |
| 1Y | +162.9% | -23.3% | +186.2% | +172.2% |
| 3Y | +95.9% | -30.0% | +125.9% | +104.5% |
| 5Y | +244.5% | -33.8% | +278.2% | +256.0% |
| All | +658.6% | -25.1% | +683.7% | +566.2% |
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