+1,044.5%
C vs AON
+5,309.2%
-4,264.7%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.9% | +0.8% | +0.4% |
| 7D | +4.7% | -3.2% | +7.9% | +6.5% |
| 30D | +0.2% | +21.7% | -21.5% | -9.8% |
| 3M | -9.3% | -5.1% | -4.2% | -7.8% |
| 6M | -0.8% | +5.9% | -6.7% | -5.6% |
| YTD | +8.5% | -4.8% | +13.3% | +8.1% |
| 1Y | +23.1% | -4.1% | +27.1% | +22.0% |
| 3Y | +220.8% | +2.0% | +218.8% | +199.6% |
| 5Y | +112.4% | +15.2% | +97.2% | +82.4% |
| 10Y | +217.9% | +229.5% | -11.6% | +55.9% |
| All | +1,044.5% | +5,309.2% | -4,264.7% | +56.5% |
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