+235.3%
AON vs RVTY
+211.6%
+23.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.7% | +3.1% | +1.8% |
| 7D | +1.0% | -0.5% | +1.5% | +1.1% |
| 30D | +23.2% | +1.5% | +21.6% | +22.4% |
| 3M | -5.0% | +31.5% | -36.5% | -11.5% |
| 6M | +9.3% | +62.7% | -53.3% | -3.7% |
| YTD | -3.4% | +60.0% | -63.4% | -15.5% |
| 1Y | -2.9% | +65.7% | -68.6% | -16.0% |
| 3Y | +3.6% | +85.2% | -81.6% | -17.1% |
| 5Y | +16.9% | -14.9% | +31.8% | +18.0% |
| All | +235.3% | +211.6% | +23.7% | +107.9% |
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