+140.1%
AMT vs AON
+228.1%
-88.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | +0.1% |
| 7D | -2.2% | -3.2% | +1.0% | -0.9% |
| 30D | +5.8% | +21.7% | -15.9% | -2.2% |
| 3M | +12.6% | -5.1% | +17.7% | +14.3% |
| 6M | +8.3% | +5.9% | +2.4% | +5.0% |
| YTD | +11.4% | -4.8% | +16.2% | +11.9% |
| 1Y | +7.7% | -4.1% | +11.8% | +7.8% |
| 3Y | +14.8% | +2.0% | +12.8% | +10.0% |
| 5Y | -18.0% | +15.2% | -33.1% | -26.3% |
| All | +140.1% | +228.1% | -88.0% | +48.1% |
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 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