+0.9%
AON vs RBA
-2.0%
+2.9%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +2.1% | +2.3% | +4.2% |
| 7D | +9.4% | +12.7% | -3.2% | +8.5% |
| 30D | +27.0% | +15.5% | +11.5% | +25.5% |
| 3M | -3.1% | -14.0% | +10.9% | -3.2% |
| 6M | +10.0% | -8.8% | +18.8% | +9.5% |
| YTD | -1.6% | -6.9% | +5.3% | -3.5% |
| 1Y | +0.9% | -3.0% | +3.9% | -1.6% |
| All | +0.9% | -2.0% | +2.9% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RBA.
Daily Out/Under-Performance
Portfolio return minus RBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RBA 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 RBA 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