+7.3%
AON vs BB
-26.5%
+33.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.7% | -3.4% | -1.8% |
| 7D | -6.3% | -0.4% | -5.9% | -6.3% |
| 30D | -14.1% | -12.5% | -1.6% | -13.5% |
| 3M | -9.5% | -17.4% | +8.0% | -9.0% |
| 6M | -4.0% | +119.1% | -123.2% | -11.6% |
| YTD | -13.8% | +102.4% | -116.2% | -20.1% |
| 1Y | -18.3% | +98.2% | -116.5% | -24.5% |
| 3Y | -7.2% | +46.9% | -54.1% | -13.0% |
| All | +7.3% | -26.5% | +33.7% | +4.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 5y: compounded portfolio wealth divided by compounded BB 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…
5y analysis · Full analysis span regression · 6 months rolling