+7.3%
AON vs BTG
+78.0%
-70.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.4% | -2.0% | -1.7% |
| 7D | -6.3% | -3.8% | -2.6% | -6.2% |
| 30D | -14.1% | +3.6% | -17.7% | -14.2% |
| 3M | -9.5% | +32.0% | -41.5% | -10.0% |
| 6M | -4.0% | +3.4% | -7.4% | -3.9% |
| YTD | -13.8% | +20.8% | -34.6% | -14.8% |
| 1Y | -18.3% | +22.4% | -40.7% | -19.7% |
| 3Y | -7.2% | +91.7% | -98.9% | -13.0% |
| All | +7.3% | +78.0% | -70.8% | +1.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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