-21.7%
ONON vs RMD
-21.7%
0.0%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.6% | +2.7% | +2.4% |
| 7D | -2.1% | -4.4% | +2.3% | 0.0% |
| 30D | -11.6% | -3.1% | -8.5% | -10.4% |
| 3M | -30.1% | +13.8% | -43.9% | -34.9% |
| 6M | -30.5% | -8.6% | -21.9% | -28.2% |
| YTD | -41.0% | -8.6% | -32.4% | -39.2% |
| 1Y | -36.7% | -19.7% | -17.0% | -30.7% |
| 3Y | -8.6% | +48.4% | -57.0% | -32.5% |
| All | -21.7% | -21.7% | 0.0% | -1.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling