+78.2%
AON vs ACI
+25.9%
+52.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -9.1% | +0.2% | -9.3% | -9.1% |
| 30D | -10.2% | +5.9% | -16.2% | -10.7% |
| 3M | +0.5% | -19.8% | +20.3% | +2.3% |
| 6M | -4.8% | -24.7% | +19.9% | -2.6% |
| YTD | -8.0% | -24.4% | +16.4% | -6.0% |
| 1Y | -13.1% | -31.5% | +18.4% | -10.5% |
| 3Y | -1.3% | -38.7% | +37.4% | +2.5% |
| 5Y | +14.9% | -42.8% | +57.7% | +18.8% |
| All | +78.2% | +25.9% | +52.3% | +70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling