+36.3%
BABA vs AON
+5.6%
+30.6%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -2.8% | +4.1% | +1.2% |
| 7D | +11.6% | +4.4% | +7.3% | +11.7% |
| 30D | +2.3% | +24.1% | -21.8% | +3.0% |
| 3M | -13.7% | -7.0% | -6.7% | -14.0% |
| 6M | -21.9% | +9.1% | -31.0% | -21.6% |
| YTD | -24.6% | -4.4% | -20.2% | -24.5% |
| 1Y | -34.1% | -0.8% | -33.3% | -34.0% |
| 3Y | +36.3% | +5.1% | +31.1% | +35.0% |
| All | +36.3% | +5.6% | +30.6% | +35.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling