+123.4%
AON vs EQX
+232.0%
-108.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.6% | -3.3% | -1.7% |
| 7D | -6.3% | -3.2% | -3.1% | -6.2% |
| 30D | -14.1% | +7.8% | -21.9% | -14.4% |
| 3M | -9.5% | +21.3% | -30.8% | -10.3% |
| 6M | -4.0% | -22.4% | +18.4% | -3.3% |
| YTD | -13.8% | -11.3% | -2.5% | -14.0% |
| 1Y | -18.3% | +13.5% | -31.8% | -19.8% |
| 3Y | -7.2% | +162.1% | -169.3% | -15.1% |
| 5Y | +7.3% | +84.2% | -76.9% | -2.0% |
| All | +123.4% | +232.0% | -108.7% | +118.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 all: compounded portfolio wealth divided by compounded EQX 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…
all analysis · Full analysis span regression · 6 months rolling