+937.0%
AON vs ACWI
+339.1%
+597.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.6% | +0.5% |
| 7D | +1.9% | -0.2% | +2.0% | +1.9% |
| 30D | +23.3% | -3.3% | +26.6% | +25.7% |
| 3M | -5.5% | -3.4% | -2.1% | -3.7% |
| 6M | +8.0% | +0.8% | +7.2% | +6.6% |
| YTD | -4.0% | +10.7% | -14.7% | -11.4% |
| 1Y | -1.7% | +11.6% | -13.3% | -9.9% |
| 3Y | +2.9% | +73.4% | -70.5% | -30.4% |
| 5Y | +17.2% | +60.2% | -43.0% | -16.8% |
| 10Y | +225.8% | +221.6% | +4.2% | +47.7% |
| All | +937.0% | +339.1% | +597.9% | +322.2% |
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