-4.1%
AON vs URA
-29.1%
+25.0%
-29.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -3.8% | +2.9% | -1.5% |
| 7D | -3.2% | +4.5% | -7.6% | -2.4% |
| 30D | +21.7% | -13.4% | +35.1% | +19.3% |
| 3M | -5.1% | -28.4% | +23.3% | -9.5% |
| 6M | +5.9% | -40.5% | +46.4% | -0.5% |
| YTD | -4.8% | -24.3% | +19.5% | -9.1% |
| 1Y | -4.1% | -28.8% | +24.8% | -8.7% |
| All | -4.1% | -29.1% | +25.0% | -8.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 1y: compounded portfolio wealth divided by compounded URA 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…
1y analysis · Full analysis span regression · 6 months rolling