+71.6%
CB vs AON
+4.5%
+67.1%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.3% | -0.7% | -0.5% |
| 7D | -1.5% | +0.7% | -2.2% | -1.8% |
| 30D | +6.5% | +23.1% | -16.6% | -1.3% |
| 3M | +4.1% | -6.0% | +10.1% | +6.1% |
| 6M | +14.4% | +7.9% | +6.5% | +10.8% |
| YTD | +17.5% | -4.1% | +21.6% | +18.4% |
| 1Y | +27.5% | -2.3% | +29.9% | +27.5% |
| 3Y | +71.6% | +3.4% | +68.2% | +72.1% |
| All | +71.6% | +4.5% | +67.1% | +72.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling