+357.3%
AMD vs AON
+3.5%
+353.8%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.5% | -10.2% | -8.2% |
| 7D | +18.9% | +1.0% | +17.9% | +19.5% |
| 30D | -6.4% | +23.2% | -29.6% | +0.7% |
| 3M | +10.6% | -5.0% | +15.6% | +11.1% |
| 6M | +19.9% | +9.3% | +10.5% | +23.7% |
| YTD | +149.4% | -3.4% | +152.8% | +158.2% |
| 1Y | +115.4% | -2.9% | +118.3% | +122.8% |
| 3Y | +357.3% | +3.6% | +353.6% | +390.1% |
| All | +357.3% | +3.5% | +353.8% | +390.1% |
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