+202.6%
AON vs STLA
+51.6%
+151.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.2% | +1.2% | +1.0% |
| 7D | -5.9% | -3.8% | -2.1% | -5.3% |
| 30D | -13.7% | -3.1% | -10.5% | -13.3% |
| 3M | -8.3% | -19.6% | +11.4% | -5.4% |
| 6M | -3.6% | -23.5% | +19.8% | -0.5% |
| YTD | -12.4% | -51.5% | +39.2% | -3.1% |
| 1Y | -14.6% | -39.7% | +25.0% | -10.1% |
| 3Y | -5.7% | -66.3% | +60.6% | +7.2% |
| 5Y | +9.1% | -63.1% | +72.3% | +18.1% |
| All | +202.6% | +51.6% | +151.0% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 STLA 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