+957.8%
AAOI vs AON
+352.9%
+604.9%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -1.7% | +3.7% | +2.6% |
| 7D | -0.2% | -6.3% | +6.2% | +2.1% |
| 30D | -23.7% | -14.1% | -9.6% | -19.9% |
| 3M | -39.0% | -9.5% | -29.5% | -38.5% |
| 6M | -17.0% | -4.0% | -13.0% | -19.8% |
| YTD | +202.2% | -13.8% | +216.0% | +202.6% |
| 1Y | +292.4% | -18.3% | +310.7% | +302.1% |
| 3Y | +804.4% | -7.2% | +811.6% | +753.0% |
| 5Y | +1,318.0% | +7.3% | +1,310.7% | +1,104.2% |
| 10Y | +436.7% | +203.6% | +233.1% | +94.9% |
| All | +957.8% | +352.9% | +604.9% | +199.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling