+5,143.6%
AON vs D
+2,347.4%
+2,796.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.0% |
| 7D | -9.1% | +1.5% | -10.5% | -9.6% |
| 30D | -10.2% | -2.6% | -7.7% | -9.5% |
| 3M | +0.5% | 0.0% | +0.5% | +0.4% |
| 6M | -4.8% | +7.4% | -12.2% | -7.7% |
| YTD | -8.0% | +15.9% | -23.9% | -13.3% |
| 1Y | -13.1% | +18.1% | -31.2% | -18.8% |
| 3Y | -1.3% | +58.4% | -59.7% | -18.6% |
| 5Y | +14.9% | +5.2% | +9.7% | +9.1% |
| 10Y | +214.9% | +35.9% | +179.0% | +163.5% |
| All | +5,143.6% | +2,347.4% | +2,796.2% | +1,392.0% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 1990-01-01 to 2026-09-04: compounded portfolio wealth divided by compounded D 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling