+3.6%
AON vs A
+64.5%
-60.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.5% | +0.9% | +1.4% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | +23.2% | 0.0% | +23.2% | +23.1% |
| 3M | -5.0% | +16.7% | -21.7% | -6.4% |
| 6M | +9.3% | +54.8% | -45.5% | +4.5% |
| YTD | -3.4% | +28.8% | -32.2% | -5.9% |
| 1Y | -2.9% | +19.3% | -22.2% | -4.5% |
| 3Y | +3.6% | +65.5% | -61.9% | +2.0% |
| All | +3.6% | +64.5% | -60.9% | +2.0% |
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