+1.2%
AON vs Q
+68.3%
-67.1%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Q | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -3.5% | +5.0% | +0.9% |
| 7D | +1.0% | +1.2% | -0.1% | +1.3% |
| 30D | +23.2% | -2.7% | +25.9% | +23.1% |
| 3M | -5.0% | -16.9% | +11.9% | -7.0% |
| 6M | +9.3% | -26.9% | +36.2% | +6.3% |
| YTD | -3.4% | +45.2% | -48.6% | -1.4% |
| 1Y | -2.9% | +38.1% | -41.0% | -1.0% |
| All | +1.2% | +68.3% | -67.1% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside Q.
Daily Out/Under-Performance
Portfolio return minus Q return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Q 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 Q 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