+202.6%
AON vs HDB
+32.9%
+169.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.2% |
| 7D | -5.9% | -6.2% | +0.3% | -4.5% |
| 30D | -13.7% | -6.2% | -7.4% | -12.4% |
| 3M | -8.3% | -5.9% | -2.4% | -7.3% |
| 6M | -3.6% | -25.9% | +22.3% | +2.4% |
| YTD | -12.4% | -40.2% | +27.9% | -2.5% |
| 1Y | -14.6% | -38.0% | +23.3% | -5.9% |
| 3Y | -5.7% | -30.5% | +24.8% | -0.3% |
| 5Y | +9.1% | -38.1% | +47.3% | +16.8% |
| All | +202.6% | +32.9% | +169.7% | +171.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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