+132.1%
APO vs AON
+9.0%
+123.1%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.0% | -3.4% | -2.8% |
| 7D | -4.9% | -5.9% | +1.0% | -2.4% |
| 30D | -8.4% | -13.7% | +5.2% | -2.8% |
| 3M | -2.1% | -8.3% | +6.2% | +0.5% |
| 6M | +19.2% | -3.6% | +22.9% | +19.0% |
| YTD | -10.5% | -12.4% | +1.8% | -6.8% |
| 1Y | -2.7% | -14.6% | +11.9% | +2.5% |
| 3Y | +52.5% | -5.7% | +58.2% | +50.5% |
| 5Y | +132.1% | +9.1% | +122.9% | +98.8% |
| All | +132.1% | +9.0% | +123.1% | +98.8% |
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