+197.7%
AON vs CAG
-36.2%
+233.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.7% | -1.0% | -1.5% |
| 7D | -6.3% | -5.7% | -0.6% | -5.2% |
| 30D | -14.1% | -2.4% | -11.7% | -13.6% |
| 3M | -9.5% | +9.8% | -19.3% | -11.3% |
| 6M | -4.0% | -10.8% | +6.8% | -2.1% |
| YTD | -13.8% | -10.8% | -3.0% | -12.3% |
| 1Y | -18.3% | -19.0% | +0.7% | -15.3% |
| 3Y | -7.2% | -39.7% | +32.5% | +1.5% |
| 5Y | +7.3% | -43.0% | +50.3% | +18.3% |
| All | +197.7% | -36.2% | +233.8% | +216.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 CAG 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