-60.8%
AEON vs SPY
+17.2%
-78.0%
-86.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +25.5% | -0.6% | +26.1% | +25.5% |
| 7D | +13.7% | -2.0% | +15.7% | +13.9% |
| 30D | +6.2% | -1.7% | +7.9% | +6.4% |
| 3M | -59.2% | +4.7% | -63.9% | -58.8% |
| 6M | -74.8% | +12.5% | -87.3% | -73.8% |
| YTD | -73.6% | +11.7% | -85.4% | -72.6% |
| 1Y | -60.8% | +17.5% | -78.2% | -57.0% |
| All | -60.8% | +17.2% | -78.0% | -57.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SPY.
Daily Out/Under-Performance
Portfolio return minus SPY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPY 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 SPY 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