+0.2%
AON vs GD
+68.4%
-68.2%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.8% | +0.6% | -0.7% |
| 7D | -9.1% | -5.3% | -3.8% | -7.6% |
| 30D | -10.2% | -6.4% | -3.8% | -8.5% |
| 3M | +0.5% | +5.7% | -5.2% | -0.9% |
| 6M | -4.8% | -0.9% | -3.9% | -4.5% |
| YTD | -8.0% | +8.2% | -16.2% | -10.2% |
| 1Y | -13.1% | +13.4% | -26.5% | -16.5% |
| All | +0.2% | +68.4% | -68.2% | -11.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling