+187.2%
ABBV vs AON
+9.0%
+178.2%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.4% |
| 7D | -2.0% | -5.9% | +3.9% | -0.5% |
| 30D | +2.0% | -13.7% | +15.6% | +5.5% |
| 3M | +14.2% | -8.3% | +22.4% | +16.4% |
| 6M | +14.1% | -3.6% | +17.7% | +14.7% |
| YTD | +14.2% | -12.4% | +26.6% | +17.3% |
| 1Y | +24.2% | -14.6% | +38.9% | +28.4% |
| 3Y | +89.8% | -5.7% | +95.5% | +89.3% |
| 5Y | +187.2% | +9.1% | +178.0% | +174.1% |
| All | +187.2% | +9.0% | +178.2% | +174.1% |
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