+7.3%
AON vs TRGP
+628.1%
-620.8%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.6% | -1.1% | -1.6% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -14.1% | +8.0% | -22.1% | -15.2% |
| 3M | -9.5% | +8.3% | -17.7% | -10.8% |
| 6M | -4.0% | +23.9% | -27.9% | -7.7% |
| YTD | -13.8% | +59.6% | -73.4% | -20.9% |
| 1Y | -18.3% | +79.4% | -97.7% | -26.8% |
| 3Y | -7.2% | +269.4% | -276.6% | -29.7% |
| All | +7.3% | +628.1% | -620.8% | -28.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRGP.
Daily Out/Under-Performance
Portfolio return minus TRGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRGP 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 5y: compounded portfolio wealth divided by compounded TRGP 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…
5y analysis · Full analysis span regression · 6 months rolling