+1,683.3%
BE vs AON
-6.9%
+1,690.2%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -3.5% | +0.7% | -4.5% |
| 7D | +23.9% | -7.9% | +31.8% | +19.5% |
| 30D | +27.8% | -14.6% | +42.5% | +19.3% |
| 3M | +3.7% | -7.9% | +11.6% | +1.2% |
| 6M | +78.0% | -8.0% | +86.0% | +75.0% |
| YTD | +209.9% | -13.2% | +223.1% | +206.0% |
| 1Y | +389.6% | -16.4% | +406.0% | +386.7% |
| All | +1,683.3% | -6.9% | +1,690.2% | +1,770.8% |
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