+3,552.3%
ASX vs AON
+1,099.4%
+2,452.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.6% |
| 7D | -0.7% | -9.1% | +8.4% | +2.4% |
| 30D | +2.0% | -10.2% | +12.2% | +5.5% |
| 3M | -1.3% | +0.5% | -1.8% | -3.1% |
| 6M | +71.4% | -4.8% | +76.3% | +70.6% |
| YTD | +135.3% | -8.0% | +143.3% | +135.2% |
| 1Y | +267.5% | -13.1% | +280.5% | +273.2% |
| 3Y | +388.5% | -1.3% | +389.8% | +363.8% |
| 5Y | +417.1% | +14.9% | +402.2% | +362.4% |
| 10Y | +872.7% | +214.9% | +657.8% | +495.1% |
| All | +3,552.3% | +1,099.4% | +2,452.9% | +1,314.6% |
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