+0.9%
AON vs BEN
+56.2%
-55.4%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +4.7% | -0.3% | +3.9% |
| 7D | +9.4% | +6.7% | +2.7% | +8.7% |
| 30D | +27.0% | +3.0% | +24.0% | +26.3% |
| 3M | -3.1% | -4.3% | +1.2% | -3.2% |
| 6M | +10.0% | +16.4% | -6.4% | +7.9% |
| YTD | -1.6% | +46.8% | -48.4% | -6.5% |
| 1Y | +0.9% | +57.3% | -56.5% | -3.7% |
| All | +0.9% | +56.2% | -55.4% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 1y: compounded portfolio wealth divided by compounded BEN 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…
1y analysis · Full analysis span regression · 6 months rolling