+0.9%
AON vs IAG
+56.5%
-55.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | +10.2% | -5.8% | +5.2% |
| 7D | +9.4% | +1.1% | +8.3% | +9.4% |
| 30D | +27.0% | -5.3% | +32.3% | +26.3% |
| 3M | -3.1% | +18.0% | -21.2% | -0.9% |
| 6M | +10.0% | +7.1% | +2.9% | +12.1% |
| YTD | -1.6% | +5.9% | -7.5% | -1.3% |
| 1Y | +0.9% | +59.4% | -58.5% | -0.6% |
| All | +0.9% | +56.5% | -55.7% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside IAG.
Daily Out/Under-Performance
Portfolio return minus IAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAG 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 1y: compounded portfolio wealth divided by compounded IAG 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…
1y analysis · Full analysis span regression · 6 months rolling