+74.6%
BA vs AON
+200.0%
-125.5%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -3.5% | +1.5% | -0.2% |
| 7D | -1.2% | -7.9% | +6.7% | +3.2% |
| 30D | -11.3% | -14.6% | +3.3% | -4.0% |
| 3M | -3.8% | -7.9% | +4.1% | -0.6% |
| 6M | -8.3% | -8.0% | -0.3% | -5.9% |
| YTD | -4.9% | -13.2% | +8.3% | 0.0% |
| 1Y | -10.1% | -16.4% | +6.4% | -3.8% |
| 3Y | -2.3% | -6.7% | +4.4% | -5.7% |
| 5Y | -3.5% | +8.0% | -11.5% | -18.5% |
| 10Y | +74.6% | +205.6% | -131.1% | -20.1% |
| All | +74.6% | +200.0% | -125.5% | -20.1% |
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