+26.6%
BA vs AON
+228.3%
-201.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.2% | +0.4% | +0.5% |
| 7D | 0.0% | +1.9% | -1.8% | -1.0% |
| 30D | -8.9% | +23.3% | -32.2% | -18.7% |
| 3M | -25.5% | -5.5% | -20.0% | -23.9% |
| 6M | -27.0% | +8.0% | -35.0% | -31.3% |
| YTD | -20.1% | -4.0% | -16.2% | -20.7% |
| 1Y | -11.0% | -1.7% | -9.3% | -13.0% |
| 3Y | -11.8% | +2.9% | -14.7% | -19.3% |
| 5Y | -20.6% | +17.2% | -37.9% | -35.4% |
| 10Y | +26.6% | +225.8% | -199.2% | -43.0% |
| All | +26.6% | +228.3% | -201.7% | -43.0% |
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