-2.9%
AON vs IRE
-97.6%
+94.7%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -14.4% | +15.8% | +0.9% |
| 7D | +1.0% | -31.8% | +32.9% | -0.3% |
| 30D | +23.2% | -71.8% | +94.9% | +19.1% |
| 3M | -5.0% | -88.9% | +83.9% | -10.4% |
| 6M | +9.3% | -95.4% | +104.7% | +3.0% |
| YTD | -3.4% | -94.2% | +90.8% | -8.0% |
| 1Y | -2.9% | -97.1% | +94.2% | -6.9% |
| All | -2.9% | -97.6% | +94.7% | -6.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IRE.
Daily Out/Under-Performance
Portfolio return minus IRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IRE 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 IRE 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