-3.2%
AON vs GEN
+57.9%
-61.1%
-24.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.5% | -1.7% |
| 7D | -3.2% | -0.7% | -2.5% | -3.1% |
| 30D | -11.9% | +2.6% | -14.5% | -12.4% |
| 3M | -2.9% | +15.8% | -18.6% | -5.9% |
| 6M | -6.8% | +33.1% | -40.0% | -12.5% |
| YTD | -10.1% | +11.3% | -21.4% | -12.6% |
| 1Y | -14.2% | +1.7% | -15.9% | -15.2% |
| All | -3.2% | +57.9% | -61.1% | -12.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling