-39.2%
ONON vs RMD
-14.6%
-24.6%
-45.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.4% | -0.9% | -1.2% |
| 7D | -3.0% | -5.0% | +2.0% | -1.2% |
| 30D | -26.7% | +2.2% | -28.9% | -27.5% |
| 3M | -25.3% | +17.8% | -43.1% | -31.2% |
| 6M | -35.3% | -11.3% | -23.9% | -31.1% |
| YTD | -39.8% | -4.4% | -35.4% | -39.1% |
| 1Y | -39.2% | -15.7% | -23.5% | -32.8% |
| All | -39.2% | -14.6% | -24.6% | -32.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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