-7.2%
AON vs QID
-73.7%
+66.5%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.8% | +0.1% | -1.7% |
| 7D | -6.3% | +1.3% | -7.6% | -6.3% |
| 30D | -14.1% | +2.9% | -17.0% | -14.0% |
| 3M | -9.5% | -0.7% | -8.8% | -9.5% |
| 6M | -4.0% | -29.7% | +25.7% | -6.1% |
| YTD | -13.8% | -27.9% | +14.1% | -15.5% |
| 1Y | -18.3% | -34.6% | +16.3% | -20.6% |
| 3Y | -7.2% | -73.5% | +66.3% | -19.2% |
| All | -7.2% | -73.7% | +66.5% | -19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside QID.
Daily Out/Under-Performance
Portfolio return minus QID return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QID 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 QID 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