+40.2%
APH vs AON
-17.2%
+57.5%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | -2.0% |
| 7D | +1.6% | -7.9% | +9.5% | -1.9% |
| 30D | -3.0% | -14.6% | +11.7% | -9.3% |
| 3M | +5.7% | -7.9% | +13.7% | +2.6% |
| 6M | +20.0% | -8.0% | +28.0% | +15.9% |
| YTD | +20.8% | -13.2% | +34.0% | +12.8% |
| 1Y | +40.2% | -16.4% | +56.7% | +30.0% |
| All | +40.2% | -17.2% | +57.5% | +30.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling