+7.3%
AON vs BRKR
-39.7%
+47.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.2% | -1.4% | -1.6% |
| 7D | -6.3% | -8.7% | +2.4% | -5.5% |
| 30D | -14.1% | -9.9% | -4.2% | -13.3% |
| 3M | -9.5% | -3.1% | -6.4% | -9.9% |
| 6M | -4.0% | +45.5% | -49.5% | -9.5% |
| YTD | -13.8% | +13.7% | -27.5% | -16.4% |
| 1Y | -18.3% | +67.4% | -85.7% | -25.5% |
| 3Y | -7.2% | -13.2% | +6.0% | -9.3% |
| All | +7.3% | -39.7% | +47.0% | +10.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 5y: compounded portfolio wealth divided by compounded BRKR 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…
5y analysis · Full analysis span regression · 6 months rolling