+202.6%
AON vs SIMO
+557.5%
-354.8%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | SIMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.5% | +5.5% | +1.2% |
| 7D | -5.9% | +12.5% | -18.4% | -6.4% |
| 30D | -13.7% | +18.4% | -32.1% | -14.5% |
| 3M | -8.3% | +5.6% | -13.9% | -9.4% |
| 6M | -3.6% | +116.9% | -120.6% | -11.2% |
| YTD | -12.4% | +188.4% | -200.8% | -22.0% |
| 1Y | -14.6% | +221.3% | -235.9% | -25.3% |
| 3Y | -5.7% | +438.6% | -444.3% | -23.8% |
| 5Y | +9.1% | +287.9% | -278.8% | -10.1% |
| All | +202.6% | +557.5% | -354.8% | +113.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SIMO.
Daily Out/Under-Performance
Portfolio return minus SIMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIMO 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded SIMO 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling