+406.7%
BNY vs AON
+204.8%
+202.0%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.7% | +0.7% |
| 7D | -1.3% | -6.3% | +5.0% | +1.4% |
| 30D | -0.2% | -14.1% | +13.9% | +6.0% |
| 3M | +14.9% | -9.5% | +24.4% | +18.5% |
| 6M | +40.0% | -4.0% | +44.0% | +40.0% |
| YTD | +42.0% | -13.8% | +55.8% | +48.3% |
| 1Y | +56.9% | -18.3% | +75.1% | +67.5% |
| 3Y | +289.9% | -7.2% | +297.1% | +283.8% |
| 5Y | +259.2% | +7.3% | +251.9% | +220.7% |
| All | +406.7% | +204.8% | +202.0% | +162.9% |
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 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