+197.7%
AON vs BEN
+56.6%
+141.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | 0.0% | -1.6% | -1.6% |
| 7D | -6.3% | -3.1% | -3.2% | -5.6% |
| 30D | -14.1% | +0.2% | -14.3% | -14.2% |
| 3M | -9.5% | +6.8% | -16.3% | -11.2% |
| 6M | -4.0% | +38.1% | -42.1% | -12.3% |
| YTD | -13.8% | +44.3% | -58.1% | -22.2% |
| 1Y | -18.3% | +42.6% | -60.9% | -26.2% |
| 3Y | -7.2% | +52.3% | -59.5% | -19.8% |
| 5Y | +7.3% | +37.6% | -30.3% | -7.3% |
| All | +197.7% | +56.6% | +141.0% | +136.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling