+7.3%
AON vs KEEL
-34.6%
+41.9%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +3.8% | -5.4% | -1.7% |
| 7D | -6.3% | +2.9% | -9.2% | -6.4% |
| 30D | -14.1% | +0.8% | -14.9% | -14.2% |
| 3M | -9.5% | -35.3% | +25.8% | -8.9% |
| 6M | -4.0% | +59.4% | -63.4% | -6.5% |
| YTD | -13.8% | +51.9% | -65.7% | -16.2% |
| 1Y | -18.3% | +75.0% | -93.3% | -21.9% |
| 3Y | -7.2% | +224.5% | -231.7% | -18.2% |
| All | +7.3% | -34.6% | +41.9% | +0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 5y: compounded portfolio wealth divided by compounded KEEL 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…
5y analysis · Full analysis span regression · 6 months rolling