+5,404.7%
AON vs GEN
+8,765.9%
-3,361.3%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.4% | -0.9% | +1.2% |
| 7D | +1.0% | +2.0% | -1.0% | +0.8% |
| 30D | +23.2% | +27.7% | -4.6% | +19.9% |
| 3M | -5.0% | +3.3% | -8.3% | -5.6% |
| 6M | +9.3% | +31.8% | -22.5% | +5.9% |
| YTD | -3.4% | +13.5% | -16.9% | -5.3% |
| 1Y | -2.9% | +16.0% | -18.9% | -5.0% |
| 3Y | +3.6% | +70.6% | -66.9% | -3.1% |
| 5Y | +16.9% | +32.1% | -15.2% | +11.4% |
| 10Y | +234.4% | +153.4% | +81.0% | +192.5% |
| All | +5,404.7% | +8,765.9% | -3,361.3% | +3,085.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling