+2.2%
AON vs GEN
+64.0%
-61.8%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.1% | +2.2% | -0.3% |
| 7D | -3.2% | -3.0% | -0.2% | -2.6% |
| 30D | +21.7% | +24.7% | -3.0% | +16.1% |
| 3M | -5.1% | +4.1% | -9.3% | -6.4% |
| 6M | +5.9% | +36.0% | -30.1% | -0.9% |
| YTD | -4.8% | +10.9% | -15.7% | -7.8% |
| 1Y | -4.1% | +12.2% | -16.2% | -7.3% |
| All | +2.2% | +64.0% | -61.8% | -6.6% |
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