-25.8%
ACN vs AON
+17.1%
-42.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.5% | -1.3% | -0.6% |
| 7D | -3.8% | +1.0% | -4.9% | -4.4% |
| 30D | +16.5% | +23.2% | -6.7% | +3.7% |
| 3M | +41.5% | -5.0% | +46.5% | +44.6% |
| 6M | +60.1% | +9.3% | +50.7% | +52.7% |
| YTD | -3.9% | -3.4% | -0.5% | -2.8% |
| 1Y | +4.1% | -2.9% | +7.0% | +4.9% |
| 3Y | -15.9% | +3.6% | -19.5% | -19.7% |
| All | -25.8% | +17.1% | -42.8% | -36.7% |
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