+8.0%
AON vs GEN
+20.0%
-12.0%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.2% | -3.3% | -3.5% |
| 7D | -7.9% | -2.9% | -5.0% | -7.3% |
| 30D | -14.6% | +2.1% | -16.7% | -15.1% |
| 3M | -7.9% | +19.7% | -27.6% | -11.7% |
| 6M | -8.0% | +33.3% | -41.3% | -14.3% |
| YTD | -13.2% | +11.1% | -24.3% | -16.0% |
| 1Y | -16.4% | +3.0% | -19.4% | -17.7% |
| 3Y | -6.7% | +57.9% | -64.5% | -18.2% |
| 5Y | +8.0% | +20.6% | -12.6% | -1.5% |
| All | +8.0% | +20.0% | -12.0% | -1.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling