+235.3%
AON vs APA
+8.7%
+226.6%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.6% | -0.2% | +1.3% |
| 7D | +1.0% | +8.5% | -7.5% | +0.2% |
| 30D | +23.2% | +2.8% | +20.4% | +22.6% |
| 3M | -5.0% | +21.7% | -26.7% | -7.1% |
| 6M | +9.3% | +32.6% | -23.3% | +5.7% |
| YTD | -3.4% | +103.7% | -107.1% | -11.1% |
| 1Y | -2.9% | +101.8% | -104.7% | -10.6% |
| 3Y | +3.6% | +48.1% | -44.4% | -3.5% |
| 5Y | +16.9% | +91.9% | -75.0% | +2.7% |
| All | +235.3% | +8.7% | +226.6% | +164.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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