+138.4%
HON vs RBA
+189.2%
-50.8%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.4% |
| 7D | -0.6% | -1.9% | +1.3% | 0.0% |
| 30D | -15.4% | -13.0% | -2.4% | -11.9% |
| 3M | -9.1% | -23.1% | +14.0% | -2.4% |
| 6M | -17.1% | -22.6% | +5.5% | -11.3% |
| YTD | +1.5% | -20.4% | +21.9% | +7.1% |
| 1Y | -1.3% | -29.6% | +28.3% | +8.0% |
| 3Y | +19.5% | +26.6% | -7.0% | +7.6% |
| 5Y | +3.1% | +38.2% | -35.1% | -12.6% |
| 10Y | +138.4% | +194.7% | -56.4% | +38.9% |
| All | +138.4% | +189.2% | -50.8% | +38.9% |
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