+0.9%
AON vs BUD
+38.4%
-37.5%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +3.1% | +1.3% | +3.8% |
| 7D | +9.4% | +3.3% | +6.1% | +8.8% |
| 30D | +27.0% | +11.8% | +15.2% | +25.2% |
| 3M | -3.1% | -1.1% | -2.0% | -3.9% |
| 6M | +10.0% | +14.9% | -4.9% | +9.6% |
| YTD | -1.6% | +32.6% | -34.2% | -3.1% |
| 1Y | +0.9% | +37.2% | -36.3% | -0.5% |
| All | +0.9% | +38.4% | -37.5% | -0.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD 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 1y: compounded portfolio wealth divided by compounded BUD 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…
1y analysis · Full analysis span regression · 6 months rolling