+964.5%
HON vs RBA
+4,097.8%
-3,133.3%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | -0.4% | +0.6% | -1.0% | -0.5% |
| 30D | +8.6% | +9.0% | -0.4% | +5.8% |
| 3M | -0.8% | +7.2% | -7.9% | -3.1% |
| 6M | -0.1% | -7.8% | +7.7% | +1.4% |
| YTD | +12.8% | -6.4% | +19.1% | +13.3% |
| 1Y | +10.4% | -4.2% | +14.6% | +10.1% |
| 3Y | +30.5% | +64.1% | -33.6% | +9.8% |
| 5Y | +15.0% | +48.4% | -33.4% | -3.1% |
| 10Y | +160.5% | +209.9% | -49.4% | +69.1% |
| All | +964.5% | +4,097.8% | -3,133.3% | +256.4% |
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 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