+477.7%
ASX vs AON
+13.7%
+464.0%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.3% | +8.3% | +6.4% |
| 7D | +6.3% | -3.2% | +9.5% | +6.8% |
| 30D | +6.4% | -11.9% | +18.3% | +8.4% |
| 3M | +13.1% | -2.9% | +16.0% | +12.2% |
| 6M | +90.3% | -6.8% | +97.1% | +90.1% |
| YTD | +149.6% | -10.1% | +159.7% | +150.9% |
| 1Y | +249.2% | -14.2% | +263.4% | +256.3% |
| 3Y | +445.9% | -3.3% | +449.2% | +413.1% |
| 5Y | +477.7% | +13.6% | +464.1% | +349.3% |
| All | +477.7% | +13.7% | +464.0% | +349.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling