+361.5%
ALL vs AON
+204.8%
+156.8%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.6% |
| 7D | -2.3% | -6.3% | +4.1% | +1.0% |
| 30D | -0.4% | -14.1% | +13.7% | +7.2% |
| 3M | +16.0% | -9.5% | +25.5% | +21.5% |
| 6M | +24.6% | -4.0% | +28.6% | +26.1% |
| YTD | +23.7% | -13.8% | +37.5% | +31.9% |
| 1Y | +27.7% | -18.3% | +46.0% | +40.0% |
| 3Y | +150.2% | -7.2% | +157.4% | +154.5% |
| 5Y | +117.1% | +7.3% | +109.7% | +100.3% |
| All | +361.5% | +204.8% | +156.8% | +157.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling