+202.6%
AON vs GRMN
+646.1%
-443.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | 0.0% | +1.0% | +1.0% |
| 7D | -5.9% | -1.8% | -4.1% | -5.4% |
| 30D | -13.7% | -12.1% | -1.6% | -10.4% |
| 3M | -8.3% | +18.0% | -26.3% | -13.3% |
| 6M | -3.6% | +13.7% | -17.4% | -8.3% |
| YTD | -12.4% | +35.3% | -47.7% | -21.3% |
| 1Y | -14.6% | +17.2% | -31.9% | -20.2% |
| 3Y | -5.7% | +179.6% | -185.3% | -39.9% |
| 5Y | +9.1% | +75.6% | -66.4% | -16.7% |
| All | +202.6% | +646.1% | -443.4% | +35.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 10y: compounded portfolio wealth divided by compounded GRMN 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…
10y analysis · Full analysis span regression · 6 months rolling