+79.3%
ADI vs AON
+2.1%
+77.2%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.4% | -7.6% | -1.5% |
| 7D | -5.1% | +9.4% | -14.6% | -1.7% |
| 30D | -3.1% | +27.0% | -30.1% | +6.5% |
| 3M | +7.1% | -3.1% | +10.3% | +6.7% |
| 6M | +2.9% | +10.0% | -7.1% | +8.2% |
| YTD | +51.1% | -1.6% | +52.7% | +57.3% |
| 1Y | +79.3% | +0.9% | +78.4% | +88.2% |
| All | +79.3% | +2.1% | +77.2% | +88.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling