+390.5%
ONTO vs RBA
+161.7%
+228.7%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.3% | +12.4% | +11.7% |
| 7D | -14.0% | +4.3% | -18.3% | -15.8% |
| 30D | -43.1% | +16.3% | -59.4% | -47.2% |
| 3M | -35.5% | +1.3% | -36.8% | -36.8% |
| 6M | -41.1% | -11.1% | -30.0% | -39.3% |
| YTD | +9.8% | -8.5% | +18.2% | +10.7% |
| 1Y | +31.5% | -2.1% | +33.6% | +28.3% |
| 3Y | +45.2% | +44.6% | +0.6% | +15.4% |
| 5Y | +86.7% | +36.8% | +49.9% | +47.0% |
| All | +390.5% | +161.7% | +228.7% | +105.8% |
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