+476.3%
ONTO vs RBA
+166.3%
+310.0%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.9% | -3.8% | -3.3% |
| 7D | +17.5% | +1.7% | +15.8% | +16.7% |
| 30D | -15.7% | +8.3% | -24.0% | -19.0% |
| 3M | -39.7% | +10.5% | -50.3% | -43.0% |
| 6M | -26.5% | -5.9% | -20.6% | -26.3% |
| YTD | +29.0% | -6.9% | +35.9% | +29.2% |
| 1Y | +57.0% | -4.9% | +61.8% | +55.4% |
| 3Y | +50.0% | +64.5% | -14.5% | +13.3% |
| 5Y | +127.3% | +46.1% | +81.2% | +72.6% |
| All | +476.3% | +166.3% | +310.0% | +140.3% |
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