+205.6%
AON vs ACWI
+226.5%
-20.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.6% | -2.9% | -3.1% |
| 7D | -7.9% | 0.0% | -7.9% | -7.9% |
| 30D | -14.6% | -0.6% | -14.1% | -14.3% |
| 3M | -7.9% | +4.3% | -12.2% | -10.9% |
| 6M | -8.0% | +12.7% | -20.7% | -16.2% |
| YTD | -13.2% | +13.9% | -27.2% | -21.8% |
| 1Y | -16.4% | +20.5% | -36.9% | -27.9% |
| 3Y | -6.7% | +76.5% | -83.2% | -40.9% |
| 5Y | +8.0% | +67.5% | -59.5% | -29.2% |
| 10Y | +205.6% | +231.8% | -26.2% | +11.3% |
| All | +205.6% | +226.5% | -20.9% | +11.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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