+39.2%
AEM vs AON
-13.5%
+52.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -1.6% |
| 7D | -0.5% | -9.1% | +8.6% | -3.9% |
| 30D | +24.0% | -10.2% | +34.3% | +19.0% |
| 3M | +16.1% | +0.5% | +15.6% | +18.0% |
| 6M | -11.6% | -4.8% | -6.8% | -11.6% |
| YTD | +21.5% | -8.0% | +29.5% | +21.4% |
| 1Y | +39.2% | -13.1% | +52.3% | +38.6% |
| All | +39.2% | -13.5% | +52.7% | +38.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling