+97,349.8%
ASML vs AON
+3,283.7%
+94,066.1%
-90.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -1.2% | +5.4% | +4.7% |
| 7D | +1.1% | -9.1% | +10.2% | +4.8% |
| 30D | +2.2% | -10.2% | +12.4% | +6.4% |
| 3M | -2.3% | +0.5% | -2.8% | -4.3% |
| 6M | +23.0% | -4.8% | +27.8% | +22.2% |
| YTD | +61.1% | -8.0% | +69.1% | +61.2% |
| 1Y | +129.1% | -13.1% | +142.2% | +133.6% |
| 3Y | +165.4% | -1.3% | +166.6% | +149.6% |
| 5Y | +109.5% | +14.9% | +94.5% | +84.9% |
| 10Y | +1,645.7% | +214.9% | +1,430.8% | +887.3% |
| All | +97,349.8% | +3,283.7% | +94,066.1% | +30,730.2% |
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 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