+1,003.0%
BE vs AON
+120.6%
+882.4%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | -1.7% | +8.3% | +7.5% |
| 7D | +9.0% | -6.3% | +15.4% | +12.6% |
| 30D | +16.3% | -14.1% | +30.4% | +25.0% |
| 3M | +10.8% | -9.5% | +20.3% | +12.0% |
| 6M | +73.2% | -4.0% | +77.2% | +65.3% |
| YTD | +217.4% | -13.8% | +231.2% | +217.7% |
| 1Y | +309.8% | -18.3% | +328.1% | +322.2% |
| 3Y | +1,726.2% | -7.2% | +1,733.3% | +1,512.9% |
| 5Y | +1,306.2% | +7.3% | +1,298.8% | +969.4% |
| All | +1,003.0% | +120.6% | +882.4% | +362.5% |
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 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