+5,404.7%
AON vs BEN
+5,152.6%
+252.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.0% | +1.3% |
| 7D | +1.0% | +6.8% | -5.7% | -0.9% |
| 30D | +23.2% | +18.0% | +5.2% | +17.3% |
| 3M | -5.0% | +7.5% | -12.5% | -7.2% |
| 6M | +9.3% | +14.7% | -5.4% | +4.5% |
| YTD | -3.4% | +56.1% | -59.5% | -16.0% |
| 1Y | -2.9% | +69.6% | -72.5% | -17.6% |
| 3Y | +3.6% | +87.7% | -84.0% | -17.2% |
| 5Y | +16.9% | +28.6% | -11.8% | +2.2% |
| 10Y | +234.4% | +59.8% | +174.6% | +157.2% |
| All | +5,404.7% | +5,152.6% | +252.1% | +1,613.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling