+992.0%
ASX vs AON
+200.0%
+792.0%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.1% | +4.7% |
| 7D | +11.1% | -7.9% | +19.0% | +14.0% |
| 30D | +9.6% | -14.6% | +24.2% | +15.1% |
| 3M | +18.6% | -7.9% | +26.5% | +19.8% |
| 6M | +92.1% | -8.0% | +100.1% | +92.6% |
| YTD | +158.5% | -13.2% | +171.7% | +163.1% |
| 1Y | +271.9% | -16.4% | +288.3% | +282.6% |
| 3Y | +465.2% | -6.7% | +471.9% | +436.1% |
| 5Y | +479.4% | +8.0% | +471.4% | +402.4% |
| 10Y | +992.0% | +205.6% | +786.4% | +471.4% |
| All | +992.0% | +200.0% | +792.0% | +471.4% |
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