+41.6%
AA vs AON
+233.0%
-191.4%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +1.5% | -3.2% | -2.5% |
| 7D | +0.5% | +1.0% | -0.5% | 0.0% |
| 30D | -0.6% | +23.2% | -23.8% | -10.8% |
| 3M | -19.7% | -5.0% | -14.6% | -18.4% |
| 6M | -41.6% | +9.3% | -50.9% | -45.8% |
| YTD | -24.6% | -3.4% | -21.2% | -26.4% |
| 1Y | +4.9% | -2.9% | +7.7% | +2.0% |
| 3Y | +66.8% | +3.6% | +63.2% | +48.6% |
| 5Y | -19.4% | +16.9% | -36.3% | -35.8% |
| All | +41.6% | +233.0% | -191.4% | -41.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling