+1,016.4%
AXON vs AON
+228.1%
+788.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.9% | -1.7% | -2.2% |
| 7D | -19.7% | -3.2% | -16.5% | -18.2% |
| 30D | -25.7% | +21.7% | -47.4% | -32.6% |
| 3M | -48.8% | -5.1% | -43.7% | -47.5% |
| 6M | -22.0% | +5.9% | -27.9% | -24.4% |
| YTD | -45.9% | -4.8% | -41.1% | -45.2% |
| 1Y | -46.1% | -4.1% | -42.0% | -45.7% |
| 3Y | +40.9% | +2.0% | +38.9% | +34.7% |
| 5Y | +80.2% | +15.2% | +65.0% | +59.7% |
| All | +1,016.4% | +228.1% | +788.2% | +527.2% |
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