+230.4%
AON vs RACE
+717.8%
-487.4%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -2.5% | +1.5% | -0.2% |
| 7D | -3.2% | -4.0% | +0.8% | -2.0% |
| 30D | +21.7% | +3.5% | +18.1% | +20.5% |
| 3M | -5.1% | -0.4% | -4.7% | -5.1% |
| 6M | +5.9% | +23.2% | -17.2% | -0.8% |
| YTD | -4.8% | +11.0% | -15.8% | -8.7% |
| 1Y | -4.1% | -2.2% | -1.8% | -4.5% |
| 3Y | +2.0% | +22.5% | -20.5% | -9.6% |
| 5Y | +15.2% | +63.2% | -48.0% | -9.8% |
| All | +230.4% | +717.8% | -487.4% | +65.7% |
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