+8.0%
AON vs URA
+132.7%
-124.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.2% | -3.5% |
| 7D | -7.9% | +5.7% | -13.6% | -8.1% |
| 30D | -14.6% | +5.6% | -20.2% | -14.9% |
| 3M | -7.9% | +6.2% | -14.1% | -8.2% |
| 6M | -8.0% | -8.2% | +0.2% | -7.9% |
| YTD | -13.2% | +9.7% | -22.9% | -15.0% |
| 1Y | -16.4% | +17.0% | -33.4% | -19.2% |
| 3Y | -6.7% | +118.5% | -125.1% | -19.1% |
| 5Y | +8.0% | +134.3% | -126.3% | -10.3% |
| All | +8.0% | +132.7% | -124.7% | -10.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling