+197.7%
AON vs TECH
+189.9%
+7.7%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.7% | -1.7% |
| 7D | -6.3% | -0.4% | -5.9% | -6.2% |
| 30D | -14.1% | 0.0% | -14.1% | -14.1% |
| 3M | -9.5% | +33.7% | -43.1% | -14.9% |
| 6M | -4.0% | +34.9% | -38.9% | -10.8% |
| YTD | -13.8% | +23.2% | -37.0% | -18.6% |
| 1Y | -18.3% | +36.3% | -54.6% | -25.0% |
| 3Y | -7.2% | +2.3% | -9.5% | -12.4% |
| 5Y | +7.3% | -42.9% | +50.2% | +16.0% |
| All | +197.7% | +189.9% | +7.7% | +103.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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