+214.8%
B vs AON
+233.0%
-18.1%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.5% | -2.1% | -0.8% |
| 7D | -7.3% | +1.0% | -8.4% | -7.4% |
| 30D | -3.3% | +23.2% | -26.5% | -5.5% |
| 3M | -7.8% | -5.0% | -2.7% | -7.4% |
| 6M | -15.5% | +9.3% | -24.9% | -16.8% |
| YTD | -12.3% | -3.4% | -8.8% | -12.4% |
| 1Y | +5.4% | -2.9% | +8.2% | +5.1% |
| 3Y | +165.5% | +3.6% | +161.9% | +160.5% |
| 5Y | +107.0% | +16.9% | +90.2% | +97.7% |
| All | +214.8% | +233.0% | -18.1% | +198.8% |
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