+1,665.8%
AMAT vs AON
+207.5%
+1,458.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -2.3% | +6.2% | +4.9% |
| 7D | +7.0% | -3.2% | +10.2% | +8.4% |
| 30D | -12.2% | -11.9% | -0.3% | -8.0% |
| 3M | -3.8% | -2.9% | -1.0% | -5.4% |
| 6M | +45.9% | -6.8% | +52.8% | +44.8% |
| YTD | +84.6% | -10.1% | +94.7% | +85.0% |
| 1Y | +193.4% | -14.2% | +207.6% | +199.9% |
| 3Y | +228.1% | -3.3% | +231.3% | +200.6% |
| 5Y | +268.9% | +13.6% | +255.3% | +198.3% |
| 10Y | +1,665.8% | +209.2% | +1,456.6% | +636.0% |
| All | +1,665.8% | +207.5% | +1,458.2% | +636.0% |
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