+31,416.6%
AVGO vs AON
+852.0%
+30,564.7%
-48.3%
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% | +0.8% |
| 7D | -3.0% | -9.1% | +6.1% | +1.0% |
| 30D | -14.4% | -10.2% | -4.2% | -10.5% |
| 3M | -14.4% | +0.5% | -14.9% | -16.3% |
| 6M | +13.1% | -4.8% | +18.0% | +12.5% |
| YTD | +3.8% | -8.0% | +11.8% | +4.1% |
| 1Y | +17.8% | -13.1% | +30.8% | +20.6% |
| 3Y | +325.3% | -1.3% | +326.5% | +292.1% |
| 5Y | +689.9% | +14.9% | +675.0% | +554.3% |
| 10Y | +2,597.0% | +214.9% | +2,382.1% | +998.8% |
| All | +31,416.6% | +852.0% | +30,564.7% | +5,963.7% |
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