+1,273.0%
AON vs GRMN
+6,622.3%
-5,349.3%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.8% | -2.2% |
| 7D | -3.2% | +0.2% | -3.4% | -3.3% |
| 30D | -11.9% | -11.3% | -0.5% | -9.9% |
| 3M | -2.9% | +17.7% | -20.6% | -6.1% |
| 6M | -6.8% | +14.2% | -21.0% | -9.6% |
| YTD | -10.1% | +37.0% | -47.1% | -15.9% |
| 1Y | -14.2% | +17.0% | -31.2% | -17.6% |
| 3Y | -3.3% | +183.2% | -186.5% | -22.9% |
| 5Y | +13.6% | +77.3% | -63.7% | -2.0% |
| 10Y | +209.2% | +630.9% | -421.7% | +108.9% |
| All | +1,273.0% | +6,622.3% | -5,349.3% | +561.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling