+9.1%
AON vs QID
-80.2%
+89.3%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | QID | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.3% | -1.3% | +1.3% |
| 7D | -5.9% | +2.7% | -8.6% | -5.5% |
| 30D | -13.7% | +3.3% | -17.0% | -13.2% |
| 3M | -8.3% | -5.5% | -2.8% | -9.1% |
| 6M | -3.6% | -28.4% | +24.8% | -9.0% |
| YTD | -12.4% | -26.6% | +14.2% | -16.7% |
| 1Y | -14.6% | -34.1% | +19.5% | -20.5% |
| 3Y | -5.7% | -73.7% | +68.0% | -26.2% |
| 5Y | +9.1% | -80.7% | +89.8% | -16.7% |
| All | +9.1% | -80.2% | +89.3% | -16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling