+3,716.0%
ALL vs AON
+3,569.1%
+146.8%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.2% | -0.1% | -0.8% |
| 7D | 0.0% | -9.1% | +9.1% | +3.9% |
| 30D | -1.5% | -10.2% | +8.8% | +2.8% |
| 3M | +23.6% | +0.5% | +23.1% | +23.0% |
| 6M | +22.3% | -4.8% | +27.2% | +24.2% |
| YTD | +26.5% | -8.0% | +34.5% | +29.9% |
| 1Y | +27.0% | -13.1% | +40.1% | +33.5% |
| 3Y | +149.6% | -1.3% | +150.9% | +147.2% |
| 5Y | +118.1% | +14.9% | +103.2% | +100.1% |
| 10Y | +369.0% | +214.9% | +154.1% | +180.1% |
| All | +3,716.0% | +3,569.1% | +146.8% | +791.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling