+279.2%
APH vs AON
+17.6%
+261.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.8% | +6.9% | +4.5% |
| 7D | -5.9% | +4.4% | -10.3% | -6.7% |
| 30D | -14.8% | +24.1% | -38.9% | -17.9% |
| 3M | -12.4% | -7.0% | -5.5% | -11.2% |
| 6M | +8.1% | +9.1% | -1.1% | +4.4% |
| YTD | +10.9% | -4.4% | +15.4% | +10.7% |
| 1Y | +8.8% | -0.8% | +9.6% | +6.7% |
| 3Y | +262.1% | +5.1% | +256.9% | +235.9% |
| All | +279.2% | +17.6% | +261.6% | +219.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling