+2.2%
AON vs HDB
-7.9%
+10.1%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.3% | -0.8% |
| 7D | -3.2% | +4.1% | -7.3% | -3.6% |
| 30D | +21.7% | +13.0% | +8.7% | +19.9% |
| 3M | -5.1% | +11.3% | -16.4% | -6.3% |
| 6M | +5.9% | +6.9% | -1.0% | +4.8% |
| YTD | -4.8% | -29.6% | +24.8% | -3.1% |
| 1Y | -4.1% | -29.5% | +25.5% | -2.3% |
| All | +2.2% | -7.9% | +10.1% | +3.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling