-16.4%
AON vs ROIV
+224.1%
-240.5%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.8% | -4.3% | -3.5% |
| 7D | -7.9% | +22.3% | -30.2% | -6.3% |
| 30D | -14.6% | +16.9% | -31.5% | -13.4% |
| 3M | -7.9% | +43.9% | -51.8% | -5.6% |
| 6M | -8.0% | +41.6% | -49.6% | -5.8% |
| YTD | -13.2% | +92.7% | -105.9% | -11.0% |
| 1Y | -16.4% | +210.2% | -226.6% | -21.5% |
| All | -16.4% | +224.1% | -240.5% | -21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV 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 ROIV 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