-2.9%
ADSK vs AON
-7.5%
+4.6%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.7% | +2.0% | +1.0% |
| 7D | -2.5% | -6.3% | +3.8% | -0.2% |
| 30D | -14.9% | -14.1% | -0.8% | -10.3% |
| 3M | +3.3% | -9.5% | +12.8% | +7.2% |
| 6M | -15.7% | -4.0% | -11.6% | -14.0% |
| YTD | -28.2% | -13.8% | -14.4% | -25.1% |
| 1Y | -34.5% | -18.3% | -16.3% | -30.8% |
| 3Y | -2.9% | -7.2% | +4.3% | +1.4% |
| All | -2.9% | -7.5% | +4.6% | +1.4% |
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