+132,206.2%
APH vs AON
+5,192.3%
+127,013.9%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.2% |
| 7D | +5.0% | -9.1% | +14.0% | +7.7% |
| 30D | -3.9% | -10.2% | +6.4% | -1.0% |
| 3M | +13.0% | +0.5% | +12.5% | +11.6% |
| 6M | +25.2% | -4.8% | +30.0% | +25.2% |
| YTD | +22.9% | -8.0% | +30.9% | +23.5% |
| 1Y | +47.8% | -13.1% | +60.9% | +50.6% |
| 3Y | +283.0% | -1.3% | +284.3% | +269.6% |
| 5Y | +349.7% | +14.9% | +334.7% | +312.6% |
| 10Y | +1,061.2% | +214.9% | +846.3% | +684.3% |
| All | +132,206.2% | +5,192.3% | +127,013.9% | +45,343.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling