+61.0%
AA vs AON
-13.5%
+74.5%
-48.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.2% | -0.9% | -2.5% |
| 7D | -0.7% | -9.1% | +8.4% | -3.9% |
| 30D | +5.0% | -10.2% | +15.2% | +1.1% |
| 3M | -35.8% | +0.5% | -36.3% | -34.9% |
| 6M | -18.4% | -4.8% | -13.6% | -18.9% |
| YTD | -5.5% | -8.0% | +2.5% | -6.1% |
| 1Y | +61.0% | -13.1% | +74.0% | +66.8% |
| All | +61.0% | -13.5% | +74.5% | +66.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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