+133.5%
ASML vs AON
+3.1%
+130.3%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.5% | -0.3% |
| 7D | -2.9% | +1.9% | -4.7% | -2.3% |
| 30D | -15.2% | +23.3% | -38.5% | -10.5% |
| 3M | -12.9% | -5.5% | -7.4% | -13.2% |
| 6M | -5.0% | +8.0% | -13.1% | -2.9% |
| YTD | +41.8% | -4.0% | +45.8% | +44.6% |
| 1Y | +46.0% | -1.7% | +47.8% | +48.8% |
| 3Y | +133.5% | +2.9% | +130.6% | +134.3% |
| All | +133.5% | +3.1% | +130.3% | +134.3% |
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