+227.2%
B vs AON
+231.2%
-4.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.6% | -1.6% |
| 7D | -2.7% | -2.4% | -0.3% | -2.4% |
| 30D | -4.3% | +22.8% | -27.1% | -6.5% |
| 3M | -2.3% | -5.3% | +3.1% | -1.9% |
| 6M | -16.2% | +8.4% | -24.6% | -17.4% |
| YTD | -8.8% | -3.9% | -4.9% | -8.9% |
| 1Y | +11.4% | -3.1% | +14.5% | +11.1% |
| 3Y | +174.3% | +3.0% | +171.3% | +169.3% |
| 5Y | +116.2% | +16.7% | +99.5% | +106.4% |
| All | +227.2% | +231.2% | -4.1% | +210.7% |
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 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