-5.6%
AON vs TECK
+64.4%
-70.1%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -6.3% | +7.3% | +0.8% |
| 7D | -5.9% | -4.2% | -1.6% | -6.0% |
| 30D | -13.7% | -0.4% | -13.3% | -13.6% |
| 3M | -8.3% | +10.1% | -18.4% | -7.9% |
| 6M | -3.6% | +26.0% | -29.6% | -3.1% |
| YTD | -12.4% | +38.0% | -50.4% | -12.3% |
| 1Y | -14.6% | +63.8% | -78.4% | -15.1% |
| All | -5.6% | +64.4% | -70.1% | -6.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TECK.
Daily Out/Under-Performance
Portfolio return minus TECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECK 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 3y: compounded portfolio wealth divided by compounded TECK 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…
3y analysis · Full analysis span regression · 6 months rolling