+13.6%
AON vs PAAS
+117.9%
-104.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PAAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -3.2% | +2.0% | -5.2% | -3.3% |
| 30D | -11.9% | -0.1% | -11.8% | -11.9% |
| 3M | -2.9% | +8.2% | -11.1% | -3.1% |
| 6M | -6.8% | -13.8% | +7.0% | -6.5% |
| YTD | -10.1% | -0.6% | -9.4% | -10.7% |
| 1Y | -14.2% | +44.0% | -58.2% | -16.7% |
| 3Y | -3.3% | +246.6% | -249.8% | -12.7% |
| 5Y | +13.6% | +116.1% | -102.5% | +5.3% |
| All | +13.6% | +117.9% | -104.3% | +5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside PAAS.
Daily Out/Under-Performance
Portfolio return minus PAAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PAAS 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 PAAS 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