+202.6%
AON vs RVTY
+139.0%
+63.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -2.3% | +3.4% | +1.6% |
| 7D | -5.9% | -7.4% | +1.5% | -4.1% |
| 30D | -13.7% | +4.5% | -18.2% | -14.6% |
| 3M | -8.3% | +19.5% | -27.8% | -12.5% |
| 6M | -3.6% | +34.1% | -37.8% | -11.3% |
| YTD | -12.4% | +25.3% | -37.6% | -18.4% |
| 1Y | -14.6% | +47.0% | -61.6% | -24.3% |
| 3Y | -5.7% | +14.1% | -19.8% | -13.7% |
| 5Y | +9.1% | -34.6% | +43.7% | +18.1% |
| All | +202.6% | +139.0% | +63.7% | +90.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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