+123.4%
ADI vs AON
-7.5%
+130.9%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -1.7% | +6.5% | +4.8% |
| 7D | +4.6% | -6.3% | +10.9% | +4.3% |
| 30D | -1.2% | -14.1% | +12.9% | -1.7% |
| 3M | -7.8% | -9.5% | +1.7% | -8.2% |
| 6M | +19.3% | -4.0% | +23.4% | +18.1% |
| YTD | +40.9% | -13.8% | +54.7% | +41.5% |
| 1Y | +54.5% | -18.3% | +72.8% | +56.7% |
| 3Y | +123.4% | -7.2% | +130.6% | +127.1% |
| All | +123.4% | -7.5% | +130.9% | +127.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling