+202.6%
AON vs APA
-2.8%
+205.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.7% | +1.7% | +1.1% |
| 7D | -5.9% | +0.8% | -6.7% | -6.0% |
| 30D | -13.7% | +9.6% | -23.3% | -14.5% |
| 3M | -8.3% | +18.0% | -26.3% | -10.0% |
| 6M | -3.6% | +41.9% | -45.5% | -7.6% |
| YTD | -12.4% | +86.3% | -98.7% | -18.4% |
| 1Y | -14.6% | +97.9% | -112.5% | -21.3% |
| 3Y | -5.7% | +12.8% | -18.5% | -9.5% |
| 5Y | +9.1% | +177.2% | -168.1% | -8.5% |
| All | +202.6% | -2.8% | +205.4% | +142.1% |
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