-35.9%
APP vs AON
-13.5%
-22.4%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.2% |
| 7D | +0.9% | -9.1% | +10.0% | +0.3% |
| 30D | -23.3% | -10.2% | -13.0% | -23.8% |
| 3M | -42.6% | +0.5% | -43.1% | -42.8% |
| 6M | -33.6% | -4.8% | -28.8% | -35.6% |
| YTD | -52.4% | -8.0% | -44.4% | -54.6% |
| 1Y | -35.9% | -13.1% | -22.8% | -40.4% |
| All | -35.9% | -13.5% | -22.4% | -40.4% |
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