+197.7%
AON vs RUN
+42.2%
+155.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.8% | -0.8% | -1.6% |
| 7D | -6.3% | -3.7% | -2.6% | -6.2% |
| 30D | -14.1% | -13.0% | -1.1% | -13.6% |
| 3M | -9.5% | -31.8% | +22.3% | -8.1% |
| 6M | -4.0% | -32.2% | +28.2% | -2.9% |
| YTD | -13.8% | -53.5% | +39.7% | -11.8% |
| 1Y | -18.3% | -46.5% | +28.2% | -17.4% |
| 3Y | -7.2% | -37.6% | +30.4% | -14.3% |
| 5Y | +7.3% | -80.9% | +88.2% | +4.8% |
| All | +197.7% | +42.2% | +155.5% | +115.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 RUN 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