+367.9%
APP vs AON
+34.9%
+333.0%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.5% | +1.3% | -0.5% |
| 7D | -4.4% | -7.9% | +3.5% | -0.4% |
| 30D | -10.0% | -14.6% | +4.6% | -3.0% |
| 3M | -41.4% | -7.9% | -33.5% | -39.8% |
| 6M | -41.0% | -8.0% | -33.0% | -39.6% |
| YTD | -54.7% | -13.2% | -41.5% | -52.6% |
| 1Y | -45.3% | -16.4% | -28.9% | -41.8% |
| 3Y | +624.3% | -6.7% | +630.9% | +597.1% |
| 5Y | +329.1% | +8.0% | +321.1% | +248.2% |
| All | +367.9% | +34.9% | +333.0% | +280.8% |
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 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