+37,168.6%
ADI vs AON
+5,010.1%
+32,158.6%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.3% | +2.5% | +1.1% |
| 7D | +2.4% | -3.2% | +5.7% | +3.6% |
| 30D | -6.6% | -11.9% | +5.3% | -2.7% |
| 3M | -9.8% | -2.9% | -6.9% | -10.1% |
| 6M | +15.7% | -6.8% | +22.5% | +16.3% |
| YTD | +35.1% | -10.1% | +45.2% | +37.0% |
| 1Y | +47.7% | -14.2% | +61.9% | +51.9% |
| 3Y | +114.5% | -3.3% | +117.7% | +107.7% |
| 5Y | +141.2% | +13.6% | +127.6% | +119.3% |
| 10Y | +611.3% | +209.2% | +402.1% | +347.7% |
| All | +37,168.6% | +5,010.1% | +32,158.6% | +7,065.9% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling