+35.0%
CAH vs AON
+2.1%
+32.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +4.4% | -0.8% | +2.8% |
| 7D | +7.0% | +9.4% | -2.4% | +5.4% |
| 30D | +12.4% | +27.0% | -14.7% | +8.0% |
| 3M | +12.2% | -3.1% | +15.3% | +11.6% |
| 6M | +33.2% | +10.0% | +23.2% | +31.1% |
| YTD | +28.4% | -1.6% | +30.0% | +26.3% |
| 1Y | +35.0% | +0.9% | +34.2% | +31.8% |
| All | +35.0% | +2.1% | +32.9% | +31.8% |
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