+1,060.5%
AXON vs AON
+226.6%
+833.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.1% | +4.2% | +4.2% |
| 7D | -25.6% | -2.4% | -23.3% | -24.5% |
| 30D | -23.9% | +22.8% | -46.7% | -31.3% |
| 3M | -50.4% | -5.3% | -45.1% | -49.1% |
| 6M | -20.0% | +8.4% | -28.4% | -23.4% |
| YTD | -44.5% | -3.9% | -40.5% | -44.0% |
| 1Y | -44.9% | -3.1% | -41.8% | -44.7% |
| 3Y | +44.7% | +3.0% | +41.8% | +37.7% |
| 5Y | +86.7% | +16.7% | +70.0% | +64.4% |
| 10Y | +1,060.5% | +232.6% | +827.8% | +552.2% |
| All | +1,060.5% | +226.6% | +833.9% | +552.2% |
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