+308.7%
AON vs RACE
+658.1%
-349.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +0.9% | +0.4% |
| 7D | +1.9% | +0.2% | +1.6% | +1.8% |
| 30D | +23.3% | +6.6% | +16.7% | +21.2% |
| 3M | -5.5% | +2.2% | -7.7% | -6.2% |
| 6M | +8.0% | +22.4% | -14.3% | +1.7% |
| YTD | -4.0% | +13.8% | -17.8% | -8.4% |
| 1Y | -1.7% | +2.2% | -4.0% | -3.4% |
| 3Y | +2.9% | +25.6% | -22.7% | -8.4% |
| 5Y | +17.2% | +71.0% | -53.8% | -7.4% |
| 10Y | +225.8% | +739.1% | -513.3% | +72.2% |
| All | +308.7% | +658.1% | -349.5% | +107.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling