-1.7%
AON vs RACE
+2.2%
-4.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.3% |
| 7D | +1.9% | +0.2% | +1.6% | +1.8% |
| 30D | +23.3% | +6.6% | +16.7% | +22.2% |
| 3M | -5.5% | +2.2% | -7.7% | -6.0% |
| 6M | +8.0% | +22.4% | -14.3% | +5.4% |
| YTD | -4.0% | +13.8% | -17.8% | -5.7% |
| 1Y | -1.7% | +2.2% | -4.0% | -1.5% |
| All | -1.7% | +2.2% | -4.0% | -1.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling