+654.6%
APP vs AON
-0.5%
+655.2%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.4% |
| 7D | +0.9% | -9.1% | +10.0% | +2.1% |
| 30D | -23.3% | -10.2% | -13.0% | -22.3% |
| 3M | -42.6% | +0.5% | -43.1% | -43.0% |
| 6M | -33.6% | -4.8% | -28.8% | -33.7% |
| YTD | -52.4% | -8.0% | -44.4% | -52.3% |
| 1Y | -35.9% | -13.1% | -22.8% | -34.9% |
| All | +654.6% | -0.5% | +655.2% | +676.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling