+133.0%
ASX vs AON
-1.3%
+134.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.2% | +3.1% | +3.4% |
| 7D | -9.1% | +1.9% | -11.0% | -7.7% |
| 30D | -23.6% | +23.3% | -46.9% | -10.2% |
| 3M | -5.6% | -5.5% | -0.1% | -7.2% |
| 6M | +4.7% | +8.0% | -3.4% | +15.1% |
| YTD | +122.6% | -4.0% | +126.6% | +125.8% |
| 1Y | +133.0% | -1.7% | +134.8% | +140.8% |
| All | +133.0% | -1.3% | +134.3% | +140.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling