+384.5%
ALAB vs AON
-3.9%
+388.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -3.5% | +7.6% | +1.7% |
| 7D | +9.6% | -7.9% | +17.5% | +4.0% |
| 30D | -5.3% | -14.6% | +9.4% | -14.0% |
| 3M | -12.0% | -7.9% | -4.1% | -15.0% |
| 6M | +145.7% | -8.0% | +153.7% | +140.4% |
| YTD | +80.7% | -13.2% | +93.9% | +75.0% |
| 1Y | +40.1% | -16.4% | +56.5% | +34.9% |
| All | +384.5% | -3.9% | +388.4% | +406.9% |
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