+25.7%
C vs AON
-2.6%
+28.3%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +1.5% | -1.5% | -0.1% |
| 7D | +4.2% | +1.0% | +3.1% | +4.1% |
| 30D | +2.0% | +23.2% | -21.2% | +1.1% |
| 3M | -10.1% | -5.0% | -5.1% | -10.2% |
| 6M | +1.0% | +9.3% | -8.4% | -0.3% |
| YTD | +8.5% | -3.4% | +11.9% | +8.3% |
| 1Y | +25.7% | -2.9% | +28.6% | +25.6% |
| All | +25.7% | -2.6% | +28.3% | +25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling