+1,221.4%
AON vs A
+543.3%
+678.1%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -7.8% |
| 6M | +9.3% | +54.8% | -45.5% | +0.4% |
| YTD | -3.4% | +28.8% | -32.2% | -8.6% |
| 1Y | -2.9% | +19.3% | -22.2% | -6.8% |
| 3Y | +3.6% | +65.5% | -61.9% | -7.7% |
| 5Y | +16.9% | +12.1% | +4.8% | +10.7% |
| 10Y | +234.4% | +305.4% | -71.0% | +154.5% |
| All | +1,221.4% | +543.3% | +678.1% | +741.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling