+199.9%
B vs AON
+209.9%
-10.0%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.0% | -3.5% | -2.6% |
| 7D | -5.0% | -5.9% | +0.9% | -4.4% |
| 30D | +8.7% | -13.7% | +22.4% | +10.4% |
| 3M | +17.3% | -8.3% | +25.6% | +18.1% |
| 6M | -5.0% | -3.6% | -1.4% | -5.2% |
| YTD | +1.4% | -12.4% | +13.8% | +2.5% |
| 1Y | +50.5% | -14.6% | +65.2% | +52.5% |
| 3Y | +194.4% | -5.7% | +200.1% | +191.9% |
| 5Y | +156.7% | +9.1% | +147.5% | +146.6% |
| All | +199.9% | +209.9% | -10.0% | +178.8% |
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