+527.5%
APP vs AON
+50.1%
+477.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.5% | +3.2% |
| 7D | +4.6% | +1.0% | +3.5% | +4.1% |
| 30D | +56.0% | +23.2% | +32.9% | +40.4% |
| 3M | +30.8% | -5.0% | +35.9% | +33.3% |
| 6M | -9.8% | +9.3% | -19.1% | -15.6% |
| YTD | -39.3% | -3.4% | -35.9% | -39.9% |
| 1Y | -26.4% | -2.9% | -23.6% | -27.6% |
| 3Y | +887.9% | +3.6% | +884.3% | +802.0% |
| 5Y | +264.1% | +16.9% | +247.2% | +182.0% |
| All | +527.5% | +50.1% | +477.3% | +382.7% |
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