-13.1%
AON vs AG
+125.2%
-138.3%
-17.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.0% | +0.8% | -1.3% |
| 7D | -9.1% | +1.0% | -10.1% | -9.0% |
| 30D | -10.2% | +19.2% | -29.4% | -9.2% |
| 3M | +0.5% | +6.2% | -5.7% | +1.4% |
| 6M | -4.8% | -26.7% | +21.8% | -4.6% |
| YTD | -8.0% | +26.1% | -34.1% | -7.6% |
| 1Y | -13.1% | +131.7% | -144.7% | -16.6% |
| All | -13.1% | +125.2% | -138.3% | -16.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AG.
Daily Out/Under-Performance
Portfolio return minus AG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AG 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 1y: compounded portfolio wealth divided by compounded AG 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…
1y analysis · Full analysis span regression · 6 months rolling