+5,143.6%
AON vs TXT
+2,070.1%
+3,073.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.4% | -0.8% | -1.1% |
| 7D | -9.1% | -4.8% | -4.3% | -8.0% |
| 30D | -10.2% | -10.6% | +0.4% | -7.9% |
| 3M | +0.5% | -13.2% | +13.7% | +3.6% |
| 6M | -4.8% | -20.3% | +15.5% | -0.2% |
| YTD | -8.0% | -9.3% | +1.3% | -6.6% |
| 1Y | -13.1% | -2.7% | -10.4% | -13.3% |
| 3Y | -1.3% | +1.4% | -2.7% | -3.8% |
| 5Y | +14.9% | +9.6% | +5.4% | +8.9% |
| 10Y | +214.9% | +94.9% | +120.0% | +147.5% |
| All | +5,143.6% | +2,070.1% | +3,073.6% | +2,035.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TXT.
Daily Out/Under-Performance
Portfolio return minus TXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TXT 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 all: compounded portfolio wealth divided by compounded TXT 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…
all analysis · Full analysis span regression · 6 months rolling