+205.6%
AON vs RACE
+783.2%
-577.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.9% | -2.6% | -3.3% |
| 7D | -7.9% | -2.6% | -5.3% | -7.2% |
| 30D | -14.6% | -1.1% | -13.6% | -14.4% |
| 3M | -7.9% | +12.5% | -20.4% | -11.3% |
| 6M | -8.0% | +17.4% | -25.4% | -12.9% |
| YTD | -13.2% | +10.1% | -23.4% | -16.6% |
| 1Y | -16.4% | -15.1% | -1.3% | -13.7% |
| 3Y | -6.7% | +38.9% | -45.6% | -21.0% |
| 5Y | +8.0% | +90.7% | -82.6% | -19.9% |
| 10Y | +205.6% | +801.8% | -596.2% | +40.6% |
| All | +205.6% | +783.2% | -577.5% | +40.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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