+504.9%
ABBV vs AON
+204.8%
+300.1%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.4% |
| 7D | +0.3% | -6.3% | +6.6% | +2.4% |
| 30D | +3.4% | -14.1% | +17.5% | +8.3% |
| 3M | +15.2% | -9.5% | +24.7% | +18.5% |
| 6M | +14.7% | -4.0% | +18.7% | +15.4% |
| YTD | +15.2% | -13.8% | +29.0% | +19.7% |
| 1Y | +20.4% | -18.3% | +38.7% | +27.2% |
| 3Y | +91.3% | -7.2% | +98.5% | +91.2% |
| 5Y | +189.6% | +7.3% | +182.2% | +169.4% |
| All | +504.9% | +204.8% | +300.1% | +264.2% |
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