+506.6%
APP vs AON
+49.3%
+457.4%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.2% | -3.7% | -3.6% |
| 7D | +61.1% | +1.9% | +59.2% | +59.6% |
| 30D | +42.8% | +23.3% | +19.5% | +28.4% |
| 3M | +16.7% | -5.5% | +22.2% | +19.2% |
| 6M | -15.6% | +8.0% | -23.6% | -20.5% |
| YTD | -41.3% | -4.0% | -37.3% | -41.8% |
| 1Y | -39.3% | -1.7% | -37.5% | -40.8% |
| 3Y | +803.2% | +2.9% | +800.3% | +727.8% |
| 5Y | +313.2% | +17.2% | +295.9% | +220.0% |
| All | +506.6% | +49.3% | +457.4% | +367.9% |
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