+134.1%
BP vs AON
+204.8%
-70.6%
-63.9%
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% | +0.6% |
| 7D | +5.2% | -6.3% | +11.5% | +7.4% |
| 30D | +8.7% | -14.1% | +22.8% | +13.9% |
| 3M | +9.3% | -9.5% | +18.8% | +12.0% |
| 6M | +13.6% | -4.0% | +17.6% | +13.5% |
| YTD | +37.7% | -13.8% | +51.5% | +42.4% |
| 1Y | +40.6% | -18.3% | +58.9% | +48.2% |
| 3Y | +40.3% | -7.2% | +47.5% | +37.3% |
| 5Y | +141.4% | +7.3% | +134.1% | +114.0% |
| All | +134.1% | +204.8% | -70.6% | +32.4% |
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