+151.4%
ADBE vs AON
+204.8%
-53.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -1.7% | +3.0% | +2.2% |
| 7D | -5.4% | -6.3% | +1.0% | -2.1% |
| 30D | -2.5% | -14.1% | +11.6% | +5.2% |
| 3M | +15.3% | -9.5% | +24.8% | +21.2% |
| 6M | -7.8% | -4.0% | -3.8% | -6.3% |
| YTD | -27.9% | -13.8% | -14.1% | -22.7% |
| 1Y | -28.0% | -18.3% | -9.8% | -20.8% |
| 3Y | -55.3% | -7.2% | -48.1% | -55.1% |
| 5Y | -61.7% | +7.3% | -69.1% | -64.9% |
| All | +151.4% | +204.8% | -53.3% | +25.1% |
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 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