+5,025.2%
AON vs BN
+14,855.3%
-9,830.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.3% | -1.5% |
| 7D | -3.2% | -1.2% | -2.0% | -2.9% |
| 30D | -11.9% | -10.9% | -1.0% | -9.0% |
| 3M | -2.9% | -11.1% | +8.2% | +0.2% |
| 6M | -6.8% | -4.4% | -2.5% | -6.3% |
| YTD | -10.1% | -14.1% | +4.1% | -7.1% |
| 1Y | -14.2% | -11.1% | -3.2% | -12.6% |
| 3Y | -3.3% | +75.6% | -78.8% | -21.1% |
| 5Y | +13.6% | +35.8% | -22.2% | -1.8% |
| 10Y | +209.2% | +261.6% | -52.4% | +100.0% |
| All | +5,025.2% | +14,855.3% | -9,830.1% | +1,394.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling