+0.9%
AON vs GD
+9.0%
-8.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.6% | +7.0% | +5.1% |
| 7D | +9.4% | +3.0% | +6.5% | +8.3% |
| 30D | +27.0% | +10.5% | +16.5% | +23.0% |
| 3M | -3.1% | -5.0% | +1.8% | -2.3% |
| 6M | +10.0% | +5.5% | +4.5% | +8.5% |
| YTD | -1.6% | +10.3% | -11.9% | -3.1% |
| 1Y | +0.9% | +8.2% | -7.3% | 0.0% |
| All | +0.9% | +9.0% | -8.1% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GD.
Daily Out/Under-Performance
Portfolio return minus GD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GD 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 GD 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