-22.1%
BA vs AON
+19.9%
-42.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.3% |
| 7D | +1.1% | +4.4% | -3.3% | -0.2% |
| 30D | -7.9% | +24.1% | -32.0% | -13.8% |
| 3M | -25.3% | -7.0% | -18.4% | -23.9% |
| 6M | -24.6% | +9.1% | -33.7% | -27.4% |
| YTD | -20.1% | -4.4% | -15.7% | -20.0% |
| 1Y | -11.8% | -0.8% | -11.0% | -13.0% |
| 3Y | -10.1% | +5.1% | -15.3% | -15.4% |
| All | -22.1% | +19.9% | -42.0% | -33.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling