-5.6%
AON vs BEN
+51.0%
-56.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.3% | +2.4% | +1.2% |
| 7D | -5.9% | +0.3% | -6.2% | -5.9% |
| 30D | -13.7% | +0.9% | -14.6% | -13.7% |
| 3M | -8.3% | +9.2% | -17.5% | -9.3% |
| 6M | -3.6% | +36.8% | -40.4% | -7.6% |
| YTD | -12.4% | +44.4% | -56.7% | -16.6% |
| 1Y | -14.6% | +45.8% | -60.5% | -18.9% |
| All | -5.6% | +51.0% | -56.6% | -13.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling