+127.8%
AAPL vs AON
+6.4%
+121.4%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.4% |
| 7D | +3.8% | -6.3% | +10.2% | +6.5% |
| 30D | +9.9% | -14.1% | +24.0% | +16.3% |
| 3M | +12.5% | -9.5% | +22.0% | +16.5% |
| 6M | +27.6% | -4.0% | +31.6% | +28.4% |
| YTD | +22.6% | -13.8% | +36.4% | +28.6% |
| 1Y | +45.0% | -18.3% | +63.3% | +55.6% |
| 3Y | +87.8% | -7.2% | +94.9% | +86.1% |
| All | +127.8% | +6.4% | +121.4% | +93.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling