+291.5%
C vs AON
+209.9%
+81.6%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.0% | -0.5% | 0.0% |
| 7D | +0.3% | -5.9% | +6.1% | +3.4% |
| 30D | +2.0% | -13.7% | +15.7% | +9.6% |
| 3M | +4.4% | -8.3% | +12.6% | +7.7% |
| 6M | +28.3% | -3.6% | +32.0% | +28.1% |
| YTD | +20.5% | -12.4% | +32.8% | +26.0% |
| 1Y | +45.5% | -14.6% | +60.2% | +54.1% |
| 3Y | +274.0% | -5.7% | +279.7% | +262.4% |
| 5Y | +136.1% | +9.1% | +127.0% | +99.6% |
| All | +291.5% | +209.9% | +81.6% | +66.0% |
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