+225.8%
AON vs HAS
+102.6%
+123.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.6% | 0.0% |
| 7D | +1.9% | +3.3% | -1.4% | +1.2% |
| 30D | +23.3% | +30.5% | -7.2% | +16.6% |
| 3M | -5.5% | +29.9% | -35.4% | -10.6% |
| 6M | +8.0% | +26.5% | -18.5% | +2.4% |
| YTD | -4.0% | +51.9% | -55.9% | -12.9% |
| 1Y | -1.7% | +60.9% | -62.7% | -12.1% |
| 3Y | +2.9% | +215.0% | -212.1% | -23.6% |
| 5Y | +17.2% | +51.5% | -34.3% | +3.2% |
| 10Y | +225.8% | +102.2% | +123.5% | +157.5% |
| All | +225.8% | +102.6% | +123.2% | +157.5% |
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