+1,429.5%
AON vs BB
+314.8%
+1,114.8%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.4% | +3.9% | +1.6% |
| 7D | +1.0% | +1.8% | -0.8% | +0.9% |
| 30D | +23.2% | +8.1% | +15.0% | +22.2% |
| 3M | -5.0% | -1.0% | -4.0% | -5.4% |
| 6M | +9.3% | +45.9% | -36.6% | +5.0% |
| YTD | -3.4% | +134.8% | -138.2% | -10.6% |
| 1Y | -2.9% | +104.6% | -107.5% | -9.3% |
| 3Y | +3.6% | +152.8% | -149.2% | -6.9% |
| 5Y | +16.9% | -17.4% | +34.3% | +11.7% |
| 10Y | +234.4% | +22.4% | +212.0% | +188.4% |
| All | +1,429.5% | +314.8% | +1,114.8% | +1,129.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling