+205.6%
AON vs P
+694.3%
-488.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -4.0% | +0.5% | -3.2% |
| 7D | -7.9% | +5.0% | -12.9% | -8.3% |
| 30D | -14.6% | -0.9% | -13.7% | -14.8% |
| 3M | -7.9% | +38.7% | -46.6% | -11.3% |
| 6M | -8.0% | +54.4% | -62.4% | -13.0% |
| YTD | -13.2% | +44.8% | -58.1% | -17.8% |
| 1Y | -16.4% | +22.5% | -39.0% | -20.3% |
| 3Y | -6.7% | +148.2% | -154.9% | -22.9% |
| 5Y | +8.0% | +268.9% | -260.9% | -18.0% |
| 10Y | +205.6% | +696.9% | -491.3% | +100.0% |
| All | +205.6% | +694.3% | -488.7% | +100.0% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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