+2,770.9%
AVGO vs AON
+204.8%
+2,566.2%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.7% | +2.0% | +0.9% |
| 7D | +1.1% | -6.3% | +7.5% | +3.3% |
| 30D | -13.0% | -14.1% | +1.1% | -8.8% |
| 3M | -6.0% | -9.5% | +3.5% | -4.1% |
| 6M | +6.4% | -4.0% | +10.4% | +5.2% |
| YTD | +5.0% | -13.8% | +18.8% | +7.7% |
| 1Y | +1.4% | -18.3% | +19.7% | +5.8% |
| 3Y | +336.8% | -7.2% | +344.0% | +317.3% |
| 5Y | +698.2% | +7.3% | +690.9% | +596.1% |
| All | +2,770.9% | +204.8% | +2,566.2% | +1,481.2% |
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