+202.6%
AON vs GEN
+157.3%
+45.3%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.7% | +0.3% | +0.9% |
| 7D | -5.9% | -4.3% | -1.5% | -5.1% |
| 30D | -13.7% | +3.8% | -17.4% | -14.3% |
| 3M | -8.3% | +22.3% | -30.6% | -11.8% |
| 6M | -3.6% | +39.0% | -42.6% | -10.0% |
| YTD | -12.4% | +11.9% | -24.3% | -14.9% |
| 1Y | -14.6% | +4.5% | -19.2% | -16.1% |
| 3Y | -5.7% | +59.0% | -64.7% | -15.3% |
| 5Y | +9.1% | +22.0% | -12.8% | +1.5% |
| All | +202.6% | +157.3% | +45.3% | +132.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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