+119,301.1%
APH vs AON
+5,398.3%
+113,902.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -2.8% | +6.9% | +4.9% |
| 7D | -5.9% | +4.4% | -10.3% | -7.3% |
| 30D | -14.8% | +24.1% | -38.9% | -20.4% |
| 3M | -12.4% | -7.0% | -5.5% | -11.4% |
| 6M | +8.1% | +9.1% | -1.1% | +3.4% |
| YTD | +10.9% | -4.4% | +15.4% | +9.5% |
| 1Y | +8.8% | -0.8% | +9.6% | +5.9% |
| 3Y | +262.1% | +5.1% | +256.9% | +240.6% |
| 5Y | +283.1% | +20.4% | +262.7% | +244.7% |
| 10Y | +908.1% | +239.2% | +668.9% | +562.3% |
| All | +119,301.1% | +5,398.3% | +113,902.8% | +40,187.6% |
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