+11.7%
BABA vs AON
+228.1%
-216.5%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | -0.9% | -6.1% | -6.8% |
| 7D | -12.7% | -3.2% | -9.5% | -12.0% |
| 30D | -14.9% | +21.7% | -36.6% | -18.8% |
| 3M | -24.6% | -5.1% | -19.5% | -23.8% |
| 6M | -29.3% | +5.9% | -35.3% | -30.9% |
| YTD | -35.0% | -4.8% | -30.2% | -35.0% |
| 1Y | -39.7% | -4.1% | -35.6% | -39.8% |
| 3Y | +21.2% | +2.0% | +19.2% | +16.7% |
| 5Y | -39.9% | +15.2% | -55.1% | -45.5% |
| All | +11.7% | +228.1% | -216.5% | -32.7% |
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