+202.6%
AON vs A
+247.2%
-44.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.4% |
| 7D | -5.9% | -4.6% | -1.3% | -4.5% |
| 30D | -13.7% | -4.3% | -9.4% | -12.6% |
| 3M | -8.3% | +8.9% | -17.2% | -11.0% |
| 6M | -3.6% | +24.5% | -28.1% | -11.1% |
| YTD | -12.4% | +5.8% | -18.2% | -15.0% |
| 1Y | -14.6% | +16.2% | -30.9% | -20.2% |
| 3Y | -5.7% | +28.5% | -34.2% | -18.5% |
| 5Y | +9.1% | -16.3% | +25.5% | +9.8% |
| All | +202.6% | +247.2% | -44.5% | +70.8% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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