+1,028.0%
AXON vs AON
+228.3%
+799.7%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.2% | -0.4% | -0.3% |
| 7D | -27.4% | +1.9% | -29.2% | -27.8% |
| 30D | -28.5% | +23.3% | -51.8% | -35.5% |
| 3M | -49.3% | -5.5% | -43.7% | -47.9% |
| 6M | -25.0% | +8.0% | -33.1% | -28.1% |
| YTD | -46.7% | -4.0% | -42.8% | -46.3% |
| 1Y | -48.3% | -1.7% | -46.5% | -48.5% |
| 3Y | +38.8% | +2.9% | +35.9% | +32.1% |
| 5Y | +77.7% | +17.2% | +60.5% | +56.2% |
| 10Y | +1,028.0% | +225.8% | +802.2% | +557.0% |
| All | +1,028.0% | +228.3% | +799.7% | +557.0% |
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 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