-6.6%
AON vs A
+29.6%
-36.2%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.4% | -2.1% | -3.4% |
| 7D | -7.9% | -4.4% | -3.5% | -7.5% |
| 30D | -14.6% | -2.7% | -12.0% | -14.5% |
| 3M | -7.9% | +7.0% | -15.0% | -8.6% |
| 6M | -8.0% | +24.6% | -32.6% | -10.3% |
| YTD | -13.2% | +7.0% | -20.2% | -14.0% |
| 1Y | -16.4% | +15.6% | -32.0% | -18.0% |
| All | -6.6% | +29.6% | -36.2% | -9.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling