+2.0%
AON vs AHR
+356.1%
-354.1%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.5% |
| 7D | -6.3% | -2.1% | -4.2% | -6.0% |
| 30D | -14.1% | +1.9% | -16.0% | -14.3% |
| 3M | -9.5% | +15.7% | -25.1% | -10.8% |
| 6M | -4.0% | +2.5% | -6.5% | -4.3% |
| YTD | -13.8% | +15.0% | -28.8% | -15.6% |
| 1Y | -18.3% | +28.1% | -46.4% | -21.6% |
| All | +2.0% | +356.1% | -354.1% | -14.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 3y: compounded portfolio wealth divided by compounded AHR 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…
3y analysis · Full analysis span regression · 6 months rolling