+1,504.8%
ASML vs AON
+228.2%
+1,276.7%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +0.3% | +5.9% | +6.1% |
| 7D | -0.8% | +0.7% | -1.6% | -1.3% |
| 30D | -14.9% | +23.1% | -38.0% | -22.0% |
| 3M | -13.0% | -6.0% | -6.9% | -11.6% |
| 6M | -4.7% | +7.9% | -12.6% | -10.6% |
| YTD | +42.3% | -4.1% | +46.4% | +39.1% |
| 1Y | +49.7% | -2.3% | +52.0% | +44.5% |
| 3Y | +144.3% | +3.4% | +140.8% | +118.6% |
| 5Y | +86.4% | +17.1% | +69.3% | +52.9% |
| 10Y | +1,504.8% | +230.6% | +1,274.3% | +601.3% |
| All | +1,504.8% | +228.2% | +1,276.7% | +601.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling