+3.6%
AON vs NXT
+175.5%
-171.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | -0.1% | +1.5% |
| 7D | +1.0% | -9.4% | +10.5% | +0.6% |
| 30D | +23.2% | +15.1% | +8.1% | +24.1% |
| 3M | -5.0% | -9.1% | +4.1% | -5.4% |
| 6M | +9.3% | -30.3% | +39.7% | +7.9% |
| YTD | -3.4% | +9.1% | -12.5% | -3.0% |
| 1Y | -2.9% | +7.9% | -10.8% | -2.5% |
| 3Y | +3.6% | +176.5% | -172.8% | +5.8% |
| All | +3.6% | +175.5% | -171.9% | +5.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling