+355.9%
APH vs AON
+15.3%
+340.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.1% |
| 7D | +5.0% | -9.1% | +14.0% | +6.8% |
| 30D | -3.9% | -10.2% | +6.4% | -1.9% |
| 3M | +13.0% | +0.5% | +12.5% | +11.3% |
| 6M | +25.2% | -4.8% | +30.0% | +24.9% |
| YTD | +22.9% | -8.0% | +30.9% | +23.3% |
| 1Y | +47.8% | -13.1% | +60.9% | +51.2% |
| 3Y | +283.0% | -1.3% | +284.3% | +263.0% |
| All | +355.9% | +15.3% | +340.6% | +273.0% |
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 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