+16.8%
AON vs TRMB
-36.0%
+52.9%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +1.0% | +2.8% | -1.8% | +0.4% |
| 30D | +23.2% | -5.9% | +29.0% | +23.8% |
| 3M | -5.0% | -3.3% | -1.7% | -5.2% |
| 6M | +9.3% | +1.3% | +8.0% | +7.6% |
| YTD | -3.4% | -29.0% | +25.6% | +3.2% |
| 1Y | -2.9% | -27.8% | +24.9% | +3.2% |
| 3Y | +3.6% | +36.3% | -32.7% | -10.3% |
| All | +16.8% | -36.0% | +52.9% | +27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 TRMB 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