+14,787.4%
CAH vs AON
+4,830.5%
+9,957.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.5% | +3.3% | +0.7% |
| 7D | -2.2% | -7.9% | +5.7% | -0.1% |
| 30D | +1.2% | -14.6% | +15.8% | +5.2% |
| 3M | +13.1% | -7.9% | +21.0% | +15.2% |
| 6M | +8.5% | -8.0% | +16.5% | +10.3% |
| YTD | +17.6% | -13.2% | +30.8% | +21.0% |
| 1Y | +60.7% | -16.4% | +77.1% | +66.8% |
| 3Y | +183.2% | -6.7% | +189.8% | +183.8% |
| 5Y | +402.2% | +8.0% | +394.2% | +380.6% |
| 10Y | +302.3% | +205.6% | +96.7% | +193.7% |
| All | +14,787.4% | +4,830.5% | +9,957.0% | +5,000.7% |
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