+5,143.6%
AON vs HAS
+3,598.5%
+1,545.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.5% | -0.7% | -1.1% |
| 7D | -9.1% | -1.8% | -7.3% | -8.8% |
| 30D | -10.2% | +2.3% | -12.5% | -10.6% |
| 3M | +0.5% | +10.4% | -9.9% | -1.6% |
| 6M | -4.8% | -3.2% | -1.6% | -4.8% |
| YTD | -8.0% | +15.4% | -23.4% | -11.3% |
| 1Y | -13.1% | +18.8% | -31.9% | -16.8% |
| 3Y | -1.3% | +43.9% | -45.2% | -11.2% |
| 5Y | +14.9% | +13.9% | +1.0% | +6.9% |
| 10Y | +214.9% | +56.4% | +158.5% | +163.5% |
| All | +5,143.6% | +3,598.5% | +1,545.1% | +2,432.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling