+5,143.6%
AON vs BEN
+4,913.3%
+230.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +3.5% | -4.7% | -2.2% |
| 7D | -9.1% | +0.2% | -9.3% | -9.2% |
| 30D | -10.2% | -0.5% | -9.7% | -10.2% |
| 3M | +0.5% | +9.7% | -9.2% | -2.5% |
| 6M | -4.8% | +33.9% | -38.7% | -13.2% |
| YTD | -8.0% | +49.0% | -57.0% | -18.8% |
| 1Y | -13.1% | +42.1% | -55.2% | -22.4% |
| 3Y | -1.3% | +51.9% | -53.2% | -16.0% |
| 5Y | +14.9% | +39.0% | -24.1% | -2.3% |
| 10Y | +214.9% | +57.9% | +157.0% | +142.5% |
| All | +5,143.6% | +4,913.3% | +230.3% | +1,557.0% |
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