+1,163.5%
C vs AON
+5,128.2%
-3,964.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | +0.3% |
| 7D | +3.6% | -9.1% | +12.7% | +8.5% |
| 30D | +0.1% | -10.2% | +10.3% | +5.3% |
| 3M | +2.4% | +0.5% | +1.9% | +0.8% |
| 6M | +24.9% | -4.8% | +29.8% | +25.9% |
| YTD | +19.8% | -8.0% | +27.8% | +22.2% |
| 1Y | +44.9% | -13.1% | +57.9% | +51.7% |
| 3Y | +263.0% | -1.3% | +264.3% | +246.8% |
| 5Y | +129.5% | +14.9% | +114.6% | +97.8% |
| 10Y | +291.6% | +214.9% | +76.7% | +97.6% |
| All | +1,163.5% | +5,128.2% | -3,964.7% | +76.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling