-16.2%
BA vs AON
+3.5%
-19.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.2% |
| 7D | -1.1% | +1.0% | -2.1% | -1.2% |
| 30D | -7.1% | +23.2% | -30.3% | -9.2% |
| 3M | -25.5% | -5.0% | -20.5% | -25.4% |
| 6M | -28.7% | +9.3% | -38.1% | -29.6% |
| YTD | -21.0% | -3.4% | -17.6% | -21.0% |
| 1Y | -11.9% | -2.9% | -9.0% | -11.9% |
| 3Y | -16.2% | +3.6% | -19.8% | -15.1% |
| All | -16.2% | +3.5% | -19.7% | -15.1% |
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 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