-26.4%
APP vs AON
-2.6%
-23.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | +1.5% | +2.5% | +3.8% |
| 7D | +4.6% | +1.0% | +3.5% | +4.5% |
| 30D | +56.0% | +23.2% | +32.9% | +53.7% |
| 3M | +30.8% | -5.0% | +35.9% | +29.1% |
| 6M | -9.8% | +9.3% | -19.1% | -11.5% |
| YTD | -39.3% | -3.4% | -35.9% | -42.6% |
| 1Y | -26.4% | -2.9% | -23.6% | -30.2% |
| All | -26.4% | -2.6% | -23.8% | -30.2% |
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