+880.2%
HON vs RBA
+3,565.6%
-2,685.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.3% | +0.6% | +0.9% |
| 7D | -3.6% | -2.9% | -0.7% | -2.8% |
| 30D | -15.3% | -12.3% | -3.0% | -12.1% |
| 3M | -7.9% | -20.5% | +12.6% | -2.2% |
| 6M | -18.1% | -18.5% | +0.5% | -13.8% |
| YTD | +3.8% | -18.2% | +22.1% | +8.7% |
| 1Y | +0.5% | -27.5% | +28.0% | +8.7% |
| 3Y | +19.8% | +38.1% | -18.3% | +5.8% |
| 5Y | +2.9% | +44.8% | -41.9% | -12.8% |
| 10Y | +134.6% | +187.1% | -52.5% | +55.9% |
| All | +880.2% | +3,565.6% | -2,685.3% | +242.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling