+341.5%
ONTO vs RBA
+165.3%
+176.3%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -15.6% | -0.3% | -15.3% | -15.5% |
| 7D | -29.7% | +7.3% | -37.0% | -32.0% |
| 30D | -50.3% | +16.9% | -67.2% | -54.0% |
| 3M | -43.5% | -0.5% | -43.0% | -44.0% |
| 6M | -48.9% | -10.4% | -38.4% | -47.4% |
| YTD | -1.2% | -7.2% | +6.0% | -0.9% |
| 1Y | +14.9% | -2.2% | +17.1% | +12.3% |
| 3Y | +31.2% | +43.7% | -12.5% | +4.8% |
| 5Y | +68.1% | +38.7% | +29.4% | +31.7% |
| All | +341.5% | +165.3% | +176.3% | +84.4% |
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 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