-4.4%
APO vs AON
+2.1%
-6.5%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.1% | +4.4% | +3.7% | +7.4% |
| 7D | +8.2% | +9.4% | -1.2% | +7.1% |
| 30D | +6.4% | +27.0% | -20.6% | +4.0% |
| 3M | -7.4% | -3.1% | -4.3% | -7.6% |
| 6M | -4.2% | +10.0% | -14.2% | -5.9% |
| YTD | -14.1% | -1.6% | -12.5% | -14.6% |
| 1Y | -4.4% | +0.9% | -5.3% | -5.3% |
| All | -4.4% | +2.1% | -6.5% | -5.3% |
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