+1,068.5%
APH vs AON
+211.0%
+857.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.0% | -0.4% |
| 7D | +0.2% | -3.2% | +3.4% | +1.4% |
| 30D | -3.3% | -11.9% | +8.5% | +0.8% |
| 3M | +14.0% | -2.9% | +16.9% | +13.4% |
| 6M | +24.4% | -6.8% | +31.3% | +25.2% |
| YTD | +21.4% | -10.1% | +31.5% | +22.9% |
| 1Y | +48.9% | -14.2% | +63.2% | +53.3% |
| 3Y | +290.1% | -3.3% | +293.4% | +269.1% |
| 5Y | +352.8% | +13.6% | +339.2% | +287.3% |
| All | +1,068.5% | +211.0% | +857.5% | +485.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 10y: compounded portfolio wealth divided by compounded AON 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…
10y analysis · Full analysis span regression · 6 months rolling