+69.7%
AON vs ACI
+17.4%
+52.4%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.3% | +1.1% |
| 7D | -5.9% | -7.1% | +1.2% | -5.2% |
| 30D | -13.7% | -4.5% | -9.2% | -13.2% |
| 3M | -8.3% | -22.3% | +14.0% | -6.3% |
| 6M | -3.6% | -28.4% | +24.8% | -0.9% |
| YTD | -12.4% | -29.5% | +17.2% | -9.9% |
| 1Y | -14.6% | -34.2% | +19.6% | -11.7% |
| 3Y | -5.7% | -45.7% | +40.0% | -0.9% |
| 5Y | +9.1% | -40.8% | +49.9% | +12.9% |
| All | +69.7% | +17.4% | +52.4% | +63.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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