+141.1%
BP vs AON
+9.3%
+131.8%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.5% | +5.3% | +2.1% |
| 7D | +4.0% | -7.9% | +11.9% | +4.8% |
| 30D | +7.8% | -14.6% | +22.5% | +9.4% |
| 3M | +8.4% | -7.9% | +16.3% | +8.8% |
| 6M | +15.1% | -8.0% | +23.1% | +15.5% |
| YTD | +36.4% | -13.2% | +49.6% | +38.0% |
| 1Y | +40.9% | -16.4% | +57.3% | +43.2% |
| 3Y | +38.8% | -6.7% | +45.5% | +37.9% |
| 5Y | +141.1% | +8.0% | +133.1% | +134.3% |
| All | +141.1% | +9.3% | +131.8% | +134.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling