+911.5%
BE vs AON
+135.5%
+776.0%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.2% | +8.5% | +8.0% |
| 7D | +20.0% | -9.1% | +29.1% | +25.7% |
| 30D | +7.9% | -10.2% | +18.2% | +13.7% |
| 3M | -13.2% | +0.5% | -13.7% | -17.3% |
| 6M | +53.5% | -4.8% | +58.3% | +48.6% |
| YTD | +191.0% | -8.0% | +199.0% | +182.2% |
| 1Y | +360.5% | -13.1% | +373.6% | +360.5% |
| 3Y | +1,568.0% | -1.3% | +1,569.3% | +1,331.7% |
| 5Y | +1,055.2% | +14.9% | +1,040.3% | +748.5% |
| All | +911.5% | +135.5% | +776.0% | +310.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling