+121,410.5%
AAPL vs AON
+5,010.1%
+116,400.5%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -0.5% |
| 7D | -2.7% | -3.2% | +0.5% | -1.7% |
| 30D | +1.0% | -11.9% | +12.9% | +4.9% |
| 3M | +5.0% | -2.9% | +7.8% | +5.7% |
| 6M | +23.0% | -6.8% | +29.9% | +25.0% |
| YTD | +16.6% | -10.1% | +26.7% | +19.4% |
| 1Y | +33.4% | -14.2% | +47.7% | +38.3% |
| 3Y | +79.9% | -3.3% | +83.1% | +77.5% |
| 5Y | +109.0% | +13.6% | +95.4% | +95.9% |
| 10Y | +1,210.4% | +209.2% | +1,001.3% | +806.0% |
| All | +121,410.5% | +5,010.1% | +116,400.5% | +40,465.3% |
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