+1,025.2%
C vs AON
+5,347.3%
-4,322.1%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +0.3% | +2.2% | +2.3% |
| 7D | -0.9% | +0.7% | -1.6% | -1.4% |
| 30D | -5.4% | +23.1% | -28.5% | -15.3% |
| 3M | -9.2% | -6.0% | -3.1% | -7.1% |
| 6M | -1.8% | +7.9% | -9.7% | -7.5% |
| YTD | +6.7% | -4.1% | +10.8% | +5.9% |
| 1Y | +23.5% | -2.3% | +25.8% | +21.2% |
| 3Y | +219.8% | +3.4% | +216.3% | +196.5% |
| 5Y | +112.4% | +17.1% | +95.3% | +80.9% |
| 10Y | +220.1% | +230.6% | -10.5% | +56.7% |
| All | +1,025.2% | +5,347.3% | -4,322.1% | +53.3% |
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