+16.7%
BABA vs AON
+207.5%
-190.8%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.7% | 0.0% |
| 7D | -0.2% | -3.2% | +3.1% | +0.6% |
| 30D | -12.3% | -11.9% | -0.4% | -9.6% |
| 3M | -5.3% | -2.9% | -2.4% | -5.1% |
| 6M | -13.1% | -6.8% | -6.2% | -12.2% |
| YTD | -22.4% | -10.1% | -12.4% | -21.2% |
| 1Y | -19.5% | -14.2% | -5.2% | -17.2% |
| 3Y | +32.9% | -3.3% | +36.2% | +29.6% |
| 5Y | -29.9% | +13.6% | -43.5% | -36.6% |
| 10Y | +16.7% | +209.2% | -192.5% | -33.7% |
| All | +16.7% | +207.5% | -190.8% | -33.7% |
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