-44.5%
APP vs AON
-15.2%
-29.3%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.0% | +2.1% | +3.1% |
| 7D | +0.3% | -5.9% | +6.2% | 0.0% |
| 30D | -1.3% | -13.7% | +12.3% | -2.1% |
| 3M | -36.2% | -8.3% | -27.9% | -36.9% |
| 6M | -34.1% | -3.6% | -30.5% | -34.7% |
| YTD | -53.3% | -12.4% | -41.0% | -55.6% |
| 1Y | -44.5% | -14.6% | -29.9% | -48.2% |
| All | -44.5% | -15.2% | -29.3% | -48.2% |
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