+197.7%
AON vs BN
+265.2%
-67.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.1% | -1.8% |
| 7D | -6.3% | -5.2% | -1.1% | -4.6% |
| 30D | -14.1% | -14.5% | +0.4% | -9.5% |
| 3M | -9.5% | -15.0% | +5.5% | -4.6% |
| 6M | -4.0% | -5.4% | +1.4% | -3.0% |
| YTD | -13.8% | -16.4% | +2.6% | -9.6% |
| 1Y | -18.3% | -16.2% | -2.0% | -14.8% |
| 3Y | -7.2% | +67.5% | -74.7% | -28.7% |
| 5Y | +7.3% | +34.1% | -26.8% | -11.9% |
| All | +197.7% | +265.2% | -67.5% | +57.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 10y: compounded portfolio wealth divided by compounded BN 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…
10y analysis · Full analysis span regression · 6 months rolling