+358.8%
APP vs AON
+13.7%
+345.1%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -2.3% | -0.4% | -1.5% |
| 7D | +0.1% | -3.2% | +3.3% | +1.8% |
| 30D | -10.0% | -11.9% | +1.8% | -4.1% |
| 3M | -44.6% | -2.9% | -41.8% | -44.7% |
| 6M | -37.9% | -6.8% | -31.0% | -36.7% |
| YTD | -53.7% | -10.1% | -43.6% | -52.3% |
| 1Y | -43.0% | -14.2% | -28.7% | -39.8% |
| 3Y | +640.8% | -3.3% | +644.0% | +593.0% |
| 5Y | +358.8% | +13.6% | +345.2% | +226.2% |
| All | +358.8% | +13.7% | +345.1% | +226.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling