+4,845.0%
AON vs BBY
+73,712.5%
-68,867.5%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.1% | -3.3% |
| 7D | -7.9% | +1.2% | -9.1% | -8.0% |
| 30D | -14.6% | +6.8% | -21.4% | -15.3% |
| 3M | -7.9% | +18.7% | -26.6% | -9.9% |
| 6M | -8.0% | +37.3% | -45.3% | -11.8% |
| YTD | -13.2% | +35.3% | -48.5% | -16.7% |
| 1Y | -16.4% | +20.7% | -37.1% | -18.9% |
| 3Y | -6.7% | +39.4% | -46.1% | -12.4% |
| 5Y | +8.0% | -1.5% | +9.5% | +4.3% |
| 10Y | +205.6% | +239.8% | -34.2% | +151.1% |
| All | +4,845.0% | +73,712.5% | -68,867.5% | +2,115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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