-55.4%
APP vs AON
+2.1%
-57.5%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +4.4% | +6.3% | +10.3% |
| 7D | +4.5% | +9.4% | -4.9% | +4.0% |
| 30D | -3.6% | +27.0% | -30.6% | -4.7% |
| 3M | -35.3% | -3.1% | -32.1% | -36.3% |
| 6M | -42.8% | +10.0% | -52.8% | -43.7% |
| YTD | -59.7% | -1.6% | -58.1% | -62.6% |
| 1Y | -55.4% | +0.9% | -56.2% | -57.5% |
| All | -55.4% | +2.1% | -57.5% | -57.5% |
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