+520.8%
APP vs AON
+49.3%
+471.5%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +0.1% | +2.3% | +2.3% |
| 7D | +48.9% | -2.4% | +51.3% | +50.4% |
| 30D | +49.4% | +22.8% | +26.6% | +34.6% |
| 3M | +27.0% | -5.3% | +32.4% | +29.6% |
| 6M | -15.4% | +8.4% | -23.8% | -20.4% |
| YTD | -39.9% | -3.9% | -36.0% | -40.4% |
| 1Y | -32.0% | -3.1% | -28.9% | -33.0% |
| 3Y | +824.3% | +3.0% | +821.4% | +746.9% |
| 5Y | +252.4% | +16.7% | +235.7% | +173.3% |
| All | +520.8% | +49.3% | +471.5% | +378.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling