+215.4%
ADSK vs AON
+204.8%
+10.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +1.3% |
| 7D | -2.5% | -6.3% | +3.8% | +1.2% |
| 30D | -14.9% | -14.1% | -0.8% | -7.5% |
| 3M | +3.3% | -9.5% | +12.8% | +9.1% |
| 6M | -15.7% | -4.0% | -11.6% | -13.9% |
| YTD | -28.2% | -13.8% | -14.4% | -22.5% |
| 1Y | -34.5% | -18.3% | -16.3% | -27.3% |
| 3Y | -2.9% | -7.2% | +4.3% | -3.0% |
| 5Y | -25.3% | +7.3% | -32.7% | -32.8% |
| All | +215.4% | +204.8% | +10.6% | +28.2% |
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 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