-6.6%
AON vs HDB
-30.2%
+23.6%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.8% | -1.7% | -3.3% |
| 7D | -7.9% | -4.9% | -3.0% | -7.4% |
| 30D | -14.6% | -5.8% | -8.8% | -14.1% |
| 3M | -7.9% | -5.2% | -2.7% | -7.4% |
| 6M | -8.0% | -25.7% | +17.7% | -5.7% |
| YTD | -13.2% | -39.6% | +26.3% | -9.7% |
| 1Y | -16.4% | -36.9% | +20.5% | -13.3% |
| All | -6.6% | -30.2% | +23.6% | -4.5% |
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