+3,098.6%
AON vs RMD
+35,656.8%
-32,558.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RMD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.2% | +0.9% | -1.8% |
| 7D | -3.2% | -4.5% | +1.2% | -2.6% |
| 30D | -11.9% | +4.6% | -16.5% | -12.4% |
| 3M | -2.9% | +14.8% | -17.6% | -4.7% |
| 6M | -6.8% | -12.1% | +5.2% | -5.5% |
| YTD | -10.1% | -7.5% | -2.6% | -9.5% |
| 1Y | -14.2% | -20.1% | +5.8% | -12.1% |
| 3Y | -3.3% | +53.9% | -57.1% | -10.6% |
| 5Y | +13.6% | -22.2% | +35.8% | +14.2% |
| 10Y | +209.2% | +268.2% | -59.1% | +153.4% |
| All | +3,098.6% | +35,656.8% | -32,558.2% | +1,940.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RMD.
Daily Out/Under-Performance
Portfolio return minus RMD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RMD 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 RMD 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