+197.7%
AON vs SBAC
+87.1%
+110.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +2.2% | -3.9% | -2.3% |
| 7D | -6.3% | -2.1% | -4.2% | -5.7% |
| 30D | -14.1% | +2.0% | -16.1% | -14.6% |
| 3M | -9.5% | -8.3% | -1.2% | -7.4% |
| 6M | -4.0% | +0.3% | -4.3% | -5.5% |
| YTD | -13.8% | -2.2% | -11.6% | -14.7% |
| 1Y | -18.3% | -4.6% | -13.7% | -18.5% |
| 3Y | -7.2% | -8.3% | +1.1% | -8.8% |
| 5Y | +7.3% | -42.8% | +50.2% | +24.2% |
| All | +197.7% | +87.1% | +110.5% | +143.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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