+1,098.8%
AON vs BG
+1,181.2%
-82.4%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.3% | -3.2% | -3.5% |
| 7D | -7.9% | +0.5% | -8.4% | -8.0% |
| 30D | -14.6% | +10.3% | -25.0% | -16.1% |
| 3M | -7.9% | -1.9% | -6.0% | -7.9% |
| 6M | -8.0% | +5.2% | -13.3% | -9.3% |
| YTD | -13.2% | +41.2% | -54.4% | -18.9% |
| 1Y | -16.4% | +50.5% | -67.0% | -23.0% |
| 3Y | -6.7% | +19.9% | -26.6% | -11.4% |
| 5Y | +8.0% | +86.7% | -78.7% | -6.7% |
| 10Y | +205.6% | +167.5% | +38.1% | +138.4% |
| All | +1,098.8% | +1,181.2% | -82.4% | +622.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BG.
Daily Out/Under-Performance
Portfolio return minus BG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BG 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 BG 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