+31.5%
ONTO vs RBA
-3.3%
+34.8%
-58.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.1% | -1.3% | +12.4% | +11.2% |
| 7D | -14.0% | +4.3% | -18.3% | -14.5% |
| 30D | -43.1% | +16.3% | -59.4% | -44.6% |
| 3M | -35.5% | +1.3% | -36.8% | -34.9% |
| 6M | -41.1% | -11.1% | -30.0% | -39.0% |
| YTD | +9.8% | -8.5% | +18.2% | +7.0% |
| 1Y | +31.5% | -2.1% | +33.6% | +20.4% |
| All | +31.5% | -3.3% | +34.8% | +20.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling