+205.6%
AON vs HAS
+54.3%
+151.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -3.2% |
| 7D | -7.9% | -4.8% | -3.1% | -7.0% |
| 30D | -14.6% | -5.1% | -9.5% | -13.7% |
| 3M | -7.9% | +6.4% | -14.3% | -9.3% |
| 6M | -8.0% | -5.6% | -2.4% | -7.4% |
| YTD | -13.2% | +11.0% | -24.2% | -15.9% |
| 1Y | -16.4% | +16.8% | -33.2% | -20.1% |
| 3Y | -6.7% | +44.0% | -50.7% | -16.8% |
| 5Y | +8.0% | +11.0% | -3.0% | +1.5% |
| 10Y | +205.6% | +56.0% | +149.6% | +159.8% |
| All | +205.6% | +54.3% | +151.4% | +159.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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