+16.2%
AON vs HAS
+12.9%
+3.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -9.1% | -1.8% | -7.3% | -8.9% |
| 30D | -10.2% | +2.3% | -12.5% | -10.5% |
| 3M | +0.5% | +10.4% | -9.9% | -1.0% |
| 6M | -4.8% | -3.2% | -1.6% | -4.7% |
| YTD | -8.0% | +15.4% | -23.4% | -10.6% |
| 1Y | -13.1% | +18.8% | -31.9% | -16.0% |
| 3Y | -1.3% | +43.9% | -45.2% | -7.9% |
| All | +16.2% | +12.9% | +3.3% | +20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling