+893.6%
AON vs ACWI
+356.8%
+536.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | 0.0% | -1.2% | -1.2% |
| 7D | -9.1% | +0.5% | -9.6% | -9.4% |
| 30D | -10.2% | +0.9% | -11.1% | -10.8% |
| 3M | +0.5% | +2.4% | -1.9% | -1.5% |
| 6M | -4.8% | +12.4% | -17.2% | -12.5% |
| YTD | -8.0% | +15.2% | -23.2% | -16.9% |
| 1Y | -13.1% | +22.7% | -35.8% | -24.9% |
| 3Y | -1.3% | +75.8% | -77.1% | -33.6% |
| 5Y | +14.9% | +67.7% | -52.8% | -20.6% |
| 10Y | +214.9% | +229.0% | -14.1% | +41.0% |
| All | +893.6% | +356.8% | +536.8% | +295.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling