+476.3%
ASX vs AON
-6.9%
+483.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.5% | +7.1% | +2.7% |
| 7D | +11.1% | -7.9% | +19.0% | +9.1% |
| 30D | +9.6% | -14.6% | +24.2% | +5.9% |
| 3M | +18.6% | -7.9% | +26.5% | +16.8% |
| 6M | +92.1% | -8.0% | +100.1% | +89.8% |
| YTD | +158.5% | -13.2% | +171.7% | +155.4% |
| 1Y | +271.9% | -16.4% | +288.3% | +268.6% |
| All | +476.3% | -6.9% | +483.1% | +484.0% |
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