+803.7%
B vs AON
+5,128.2%
-4,324.5%
-88.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.2% | -1.0% | -2.1% |
| 7D | -1.6% | -9.1% | +7.5% | -1.0% |
| 30D | +9.4% | -10.2% | +19.7% | +10.2% |
| 3M | +5.0% | +0.5% | +4.5% | +4.8% |
| 6M | -3.5% | -4.8% | +1.3% | -3.5% |
| YTD | +4.5% | -8.0% | +12.4% | +4.7% |
| 1Y | +67.8% | -13.1% | +80.8% | +68.8% |
| 3Y | +196.7% | -1.3% | +198.0% | +195.0% |
| 5Y | +151.9% | +14.9% | +137.0% | +147.2% |
| 10Y | +202.2% | +214.9% | -12.7% | +177.9% |
| All | +803.7% | +5,128.2% | -4,324.5% | +790.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling