+230.6%
AON vs AMBA
+12.8%
+217.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +5.3% | -5.0% | -0.1% |
| 7D | +0.7% | 0.0% | +0.8% | +0.7% |
| 30D | +23.1% | -8.6% | +31.7% | +23.7% |
| 3M | -6.0% | -29.0% | +22.9% | -4.1% |
| 6M | +7.9% | -19.2% | +27.1% | +7.6% |
| YTD | -4.1% | -13.0% | +8.9% | -5.5% |
| 1Y | -2.3% | -31.3% | +28.9% | -2.0% |
| 3Y | +3.4% | +28.1% | -24.7% | -6.5% |
| 5Y | +17.1% | -69.4% | +86.5% | +18.4% |
| 10Y | +230.6% | +7.6% | +222.9% | +162.8% |
| All | +230.6% | +12.8% | +217.7% | +162.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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