+5,363.4%
AON vs HAS
+4,733.2%
+630.1%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.7% | -1.4% | 0.0% |
| 7D | +0.7% | +2.2% | -1.4% | +0.3% |
| 30D | +23.1% | +29.6% | -6.5% | +16.9% |
| 3M | -6.0% | +30.3% | -36.3% | -10.9% |
| 6M | +7.9% | +25.6% | -17.7% | +2.7% |
| YTD | -4.1% | +50.8% | -55.0% | -12.4% |
| 1Y | -2.3% | +63.0% | -65.3% | -12.1% |
| 3Y | +3.4% | +211.6% | -208.1% | -20.2% |
| 5Y | +17.1% | +50.4% | -33.3% | +3.2% |
| 10Y | +230.6% | +101.9% | +128.7% | +163.0% |
| All | +5,363.4% | +4,733.2% | +630.1% | +2,401.7% |
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