-14.6%
AON vs GEN
+3.4%
-18.1%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | -14.4% |
| 3M | -8.3% | +22.3% | -30.6% | -11.9% |
| 6M | -3.6% | +39.0% | -42.6% | -10.2% |
| YTD | -12.4% | +11.9% | -24.3% | -14.1% |
| 1Y | -14.6% | +4.5% | -19.2% | -14.2% |
| All | -14.6% | +3.4% | -18.1% | -14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling