+197.7%
AON vs MTCH
+208.0%
-10.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MTCH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.4% | -3.0% | -1.8% |
| 7D | -6.3% | +1.3% | -7.6% | -6.5% |
| 30D | -14.1% | +15.9% | -30.0% | -15.6% |
| 3M | -9.5% | +23.3% | -32.8% | -11.9% |
| 6M | -4.0% | +40.1% | -44.2% | -8.1% |
| YTD | -13.8% | +33.6% | -47.4% | -17.1% |
| 1Y | -18.3% | +14.1% | -32.4% | -20.0% |
| 3Y | -7.2% | +1.4% | -8.6% | -9.4% |
| 5Y | +7.3% | -73.1% | +80.5% | +20.4% |
| All | +197.7% | +208.0% | -10.4% | +141.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MTCH.
Daily Out/Under-Performance
Portfolio return minus MTCH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MTCH 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 MTCH 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