+197.7%
AON vs IDXX
+360.5%
-162.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.4% | -1.3% | -1.6% |
| 7D | -6.3% | -5.7% | -0.6% | -4.9% |
| 30D | -14.1% | -11.5% | -2.6% | -11.4% |
| 3M | -9.5% | -9.5% | +0.1% | -7.3% |
| 6M | -4.0% | -16.0% | +11.9% | -0.1% |
| YTD | -13.8% | -25.4% | +11.6% | -7.7% |
| 1Y | -18.3% | -21.8% | +3.5% | -14.1% |
| 3Y | -7.2% | +7.0% | -14.2% | -14.1% |
| 5Y | +7.3% | -26.0% | +33.3% | +8.0% |
| All | +197.7% | +360.5% | -162.8% | +69.4% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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