+193.3%
B vs AON
-3.5%
+196.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.3% | +0.8% | -1.6% |
| 7D | +2.3% | -3.2% | +5.5% | +2.2% |
| 30D | +1.4% | -11.9% | +13.2% | +0.8% |
| 3M | +12.2% | -2.9% | +15.1% | +12.0% |
| 6M | -2.1% | -6.8% | +4.7% | -1.9% |
| YTD | +2.9% | -10.1% | +13.0% | +3.5% |
| 1Y | +55.3% | -14.2% | +69.5% | +57.2% |
| All | +193.3% | -3.5% | +196.8% | +200.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling