+1,470.1%
BA vs AON
+5,331.7%
-3,861.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.8% | +3.3% | +1.5% |
| 7D | +1.1% | +4.4% | -3.3% | -0.4% |
| 30D | -7.9% | +24.1% | -32.0% | -14.5% |
| 3M | -25.3% | -7.0% | -18.4% | -23.9% |
| 6M | -24.6% | +9.1% | -33.7% | -27.5% |
| YTD | -20.1% | -4.4% | -15.7% | -20.3% |
| 1Y | -11.8% | -0.8% | -11.0% | -13.1% |
| 3Y | -10.1% | +5.1% | -15.3% | -14.6% |
| 5Y | -22.7% | +20.4% | -43.1% | -30.2% |
| 10Y | +35.1% | +239.2% | -204.1% | -10.9% |
| All | +1,470.1% | +5,331.7% | -3,861.6% | +382.3% |
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