+55.3%
BE vs AON
+2.1%
+53.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +4.4% | -10.8% | -1.2% |
| 7D | -12.1% | +9.4% | -21.6% | -1.9% |
| 30D | -30.1% | +27.0% | -57.1% | -6.3% |
| 3M | -12.1% | -3.1% | -9.0% | -16.3% |
| 6M | -30.6% | +10.0% | -40.5% | -18.1% |
| YTD | +130.6% | -1.6% | +132.2% | +151.2% |
| 1Y | +55.3% | +0.9% | +54.4% | +70.5% |
| All | +55.3% | +2.1% | +53.2% | +70.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling