+658.6%
ONTO vs RBA
+133.8%
+524.8%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.8% | +6.0% |
| 7D | -1.0% | -2.9% | +1.9% | +0.3% |
| 30D | -2.9% | -12.3% | +9.4% | +2.6% |
| 3M | -2.5% | -20.5% | +18.1% | +6.7% |
| 6M | +28.2% | -18.5% | +46.8% | +38.4% |
| YTD | +69.8% | -18.2% | +88.0% | +81.7% |
| 1Y | +162.9% | -27.5% | +190.4% | +197.1% |
| 3Y | +95.9% | +38.1% | +57.9% | +59.6% |
| 5Y | +244.5% | +44.8% | +199.7% | +158.9% |
| All | +658.6% | +133.8% | +524.8% | +238.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling