+1,460.9%
BA vs AON
+5,347.3%
-3,886.4%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.3% | -0.9% | -0.7% |
| 7D | -1.7% | +0.7% | -2.4% | -2.0% |
| 30D | -9.5% | +23.1% | -32.5% | -15.7% |
| 3M | -26.5% | -6.0% | -20.4% | -25.3% |
| 6M | -27.4% | +7.9% | -35.2% | -29.9% |
| YTD | -20.6% | -4.1% | -16.5% | -20.8% |
| 1Y | -11.4% | -2.3% | -9.1% | -12.3% |
| 3Y | -10.8% | +3.4% | -14.3% | -14.8% |
| 5Y | -21.9% | +17.1% | -39.0% | -28.8% |
| 10Y | +28.1% | +230.6% | -202.4% | -14.8% |
| All | +1,460.9% | +5,347.3% | -3,886.4% | +379.0% |
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 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