+37,071.2%
ADI vs AON
+5,128.2%
+31,942.9%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.2% | +2.8% | +2.0% |
| 7D | +0.4% | -9.1% | +9.5% | +3.6% |
| 30D | -3.8% | -10.2% | +6.4% | -0.4% |
| 3M | -15.3% | +0.5% | -15.7% | -16.5% |
| 6M | +6.7% | -4.8% | +11.5% | +6.5% |
| YTD | +34.8% | -8.0% | +42.8% | +35.6% |
| 1Y | +49.0% | -13.1% | +62.1% | +52.6% |
| 3Y | +108.1% | -1.3% | +109.4% | +100.2% |
| 5Y | +142.4% | +14.9% | +127.5% | +119.5% |
| 10Y | +589.9% | +214.9% | +375.0% | +331.5% |
| All | +37,071.2% | +5,128.2% | +31,942.9% | +6,991.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling