+449.2%
ONTO vs RBA
+168.0%
+281.2%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.4% | +9.6% | +10.9% |
| 7D | +1.4% | +2.5% | -1.1% | +0.3% |
| 30D | -34.1% | +11.6% | -45.7% | -37.6% |
| 3M | -37.1% | +1.5% | -38.6% | -38.3% |
| 6M | -31.8% | -6.6% | -25.2% | -31.3% |
| YTD | +22.9% | -6.3% | +29.2% | +22.8% |
| 1Y | +39.5% | -4.0% | +43.5% | +37.6% |
| 3Y | +57.7% | +47.3% | +10.4% | +24.5% |
| 5Y | +115.8% | +47.7% | +68.2% | +63.1% |
| All | +449.2% | +168.0% | +281.2% | +128.4% |
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 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