+955.2%
APH vs AON
+228.3%
+726.8%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -1.0% |
| 7D | -5.0% | +1.9% | -6.9% | -5.8% |
| 30D | -8.4% | +23.3% | -31.7% | -15.2% |
| 3M | -4.5% | -5.5% | +1.0% | -3.4% |
| 6M | +25.3% | +8.0% | +17.2% | +18.8% |
| YTD | +18.9% | -4.0% | +22.9% | +17.0% |
| 1Y | +11.9% | -1.7% | +13.7% | +8.7% |
| 3Y | +278.0% | +2.9% | +275.0% | +248.3% |
| 5Y | +306.4% | +17.2% | +289.2% | +244.5% |
| 10Y | +955.2% | +225.8% | +729.4% | +429.9% |
| All | +955.2% | +228.3% | +726.8% | +429.9% |
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