+330.6%
AEM vs AON
-5.9%
+336.6%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.0% | -3.9% | -2.8% |
| 7D | -5.0% | -5.9% | +0.8% | -5.6% |
| 30D | +8.5% | -13.7% | +22.1% | +7.0% |
| 3M | +29.3% | -8.3% | +37.6% | +28.4% |
| 6M | -12.9% | -3.6% | -9.3% | -13.1% |
| YTD | +16.8% | -12.4% | +29.1% | +16.8% |
| 1Y | +29.8% | -14.6% | +44.5% | +30.3% |
| All | +330.6% | -5.9% | +336.6% | +337.2% |
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 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