+916.7%
APO vs AON
+204.8%
+711.9%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.5% | +1.8% |
| 7D | -3.5% | -6.3% | +2.8% | 0.0% |
| 30D | -6.6% | -14.1% | +7.5% | +1.2% |
| 3M | -3.3% | -9.5% | +6.2% | +0.8% |
| 6M | +22.6% | -4.0% | +26.6% | +22.6% |
| YTD | -9.8% | -13.8% | +4.0% | -4.3% |
| 1Y | -3.9% | -18.3% | +14.4% | +5.1% |
| 3Y | +52.5% | -7.2% | +59.7% | +50.1% |
| 5Y | +134.0% | +7.3% | +126.7% | +104.9% |
| All | +916.7% | +204.8% | +711.9% | +358.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling