+218.3%
C vs AON
+226.6%
-8.3%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -0.4% | -2.4% | +1.9% | +0.8% |
| 30D | -5.3% | +22.8% | -28.1% | -15.1% |
| 3M | -8.0% | -5.3% | -2.7% | -6.2% |
| 6M | -0.3% | +8.4% | -8.6% | -6.5% |
| YTD | +8.6% | -3.9% | +12.6% | +7.8% |
| 1Y | +25.8% | -3.1% | +28.9% | +24.1% |
| 3Y | +221.2% | +3.0% | +218.2% | +196.2% |
| 5Y | +113.6% | +16.7% | +96.9% | +75.3% |
| 10Y | +218.3% | +232.6% | -14.3% | +29.0% |
| All | +218.3% | +226.6% | -8.3% | +29.0% |
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