+12,674.7%
BLK vs AON
+1,480.3%
+11,194.3%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.0% | -1.9% | -1.3% |
| 7D | -5.2% | -5.9% | +0.7% | -2.9% |
| 30D | -7.0% | -13.7% | +6.6% | -1.8% |
| 3M | +5.7% | -8.3% | +13.9% | +8.5% |
| 6M | +11.0% | -3.6% | +14.6% | +11.3% |
| YTD | +0.9% | -12.4% | +13.2% | +4.5% |
| 1Y | -1.6% | -14.6% | +13.0% | +2.8% |
| 3Y | +64.5% | -5.7% | +70.2% | +62.7% |
| 5Y | +30.9% | +9.1% | +21.7% | +21.9% |
| 10Y | +275.1% | +208.7% | +66.4% | +133.3% |
| All | +12,674.7% | +1,480.3% | +11,194.3% | +4,711.9% |
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