+1,501.6%
AON vs BLDR
+389.5%
+1,112.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.6% | -1.7% |
| 7D | -3.2% | -0.3% | -2.9% | -3.2% |
| 30D | -11.9% | -16.2% | +4.3% | -10.2% |
| 3M | -2.9% | -14.4% | +11.5% | -1.7% |
| 6M | -6.8% | -32.8% | +26.0% | -3.6% |
| YTD | -10.1% | -39.2% | +29.1% | -6.2% |
| 1Y | -14.2% | -57.7% | +43.5% | -7.2% |
| 3Y | -3.3% | -55.3% | +52.0% | +1.8% |
| 5Y | +13.6% | +15.6% | -2.0% | +6.0% |
| 10Y | +209.2% | +359.8% | -150.6% | +138.5% |
| All | +1,501.6% | +389.5% | +1,112.0% | +929.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 BLDR 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