+275.1%
BLK vs AON
+204.8%
+70.3%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.7% | +3.3% | +2.4% |
| 7D | -3.3% | -6.3% | +3.0% | -0.1% |
| 30D | -6.5% | -14.1% | +7.6% | +0.4% |
| 3M | +6.7% | -9.5% | +16.2% | +11.0% |
| 6M | +14.7% | -4.0% | +18.7% | +15.0% |
| YTD | +2.5% | -13.8% | +16.3% | +8.0% |
| 1Y | -2.8% | -18.3% | +15.5% | +5.2% |
| 3Y | +65.9% | -7.2% | +73.0% | +62.8% |
| 5Y | +33.0% | +7.3% | +25.6% | +17.9% |
| All | +275.1% | +204.8% | +70.3% | +76.0% |
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 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