+197.7%
AON vs AGI
+392.3%
-194.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.7% | -2.4% | -1.7% |
| 7D | -6.3% | -2.7% | -3.6% | -6.3% |
| 30D | -14.1% | +7.2% | -21.3% | -14.2% |
| 3M | -9.5% | +4.3% | -13.7% | -9.5% |
| 6M | -4.0% | -27.1% | +23.1% | -3.6% |
| YTD | -13.8% | -6.6% | -7.2% | -14.0% |
| 1Y | -18.3% | +9.5% | -27.8% | -18.8% |
| 3Y | -7.2% | +208.4% | -215.6% | -10.1% |
| 5Y | +7.3% | +401.6% | -394.3% | +2.9% |
| All | +197.7% | +392.3% | -194.7% | +192.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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