-41.7%
ACHR vs AON
+6.4%
-48.1%
-84.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -1.7% | +4.0% | +3.0% |
| 7D | -2.3% | -6.3% | +4.0% | 0.0% |
| 30D | -11.3% | -14.1% | +2.8% | -6.6% |
| 3M | +5.3% | -9.5% | +14.8% | +7.5% |
| 6M | -13.2% | -4.0% | -9.2% | -14.5% |
| YTD | -25.8% | -13.8% | -12.0% | -23.3% |
| 1Y | -34.3% | -18.3% | -16.0% | -30.2% |
| 3Y | -19.9% | -7.2% | -12.8% | -22.7% |
| All | -41.7% | +6.4% | -48.1% | -54.7% |
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