+202.6%
AON vs RBA
+195.3%
+7.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.0% | +2.0% | +1.2% |
| 7D | -5.9% | -3.3% | -2.6% | -5.2% |
| 30D | -13.7% | -9.8% | -3.9% | -11.8% |
| 3M | -8.3% | -23.5% | +15.2% | -3.6% |
| 6M | -3.6% | -21.5% | +17.9% | +0.6% |
| YTD | -12.4% | -21.2% | +8.8% | -9.0% |
| 1Y | -14.6% | -30.2% | +15.6% | -9.0% |
| 3Y | -5.7% | +25.3% | -31.0% | -13.1% |
| 5Y | +9.1% | +35.1% | -26.0% | -3.6% |
| All | +202.6% | +195.3% | +7.4% | +109.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling