-2.2%
AON vs NXT
+173.5%
-175.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.9% | -3.5% | -1.6% |
| 7D | -6.3% | -1.9% | -4.4% | -6.4% |
| 30D | -14.1% | -20.0% | +5.9% | -14.8% |
| 3M | -9.5% | -30.7% | +21.3% | -10.5% |
| 6M | -4.0% | -29.0% | +25.0% | -4.9% |
| YTD | -13.8% | -4.8% | -9.0% | -14.4% |
| 1Y | -18.3% | +22.8% | -41.1% | -18.9% |
| 3Y | -7.2% | +93.9% | -101.1% | -8.6% |
| All | -2.2% | +173.5% | -175.7% | -6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 NXT 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