+6,646.7%
CB vs AON
+3,441.0%
+3,205.6%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.7% | -1.4% |
| 7D | +0.5% | -9.1% | +9.6% | +4.6% |
| 30D | -3.1% | -10.2% | +7.1% | +1.4% |
| 3M | +9.0% | +0.5% | +8.5% | +8.3% |
| 6M | +2.9% | -4.8% | +7.7% | +4.4% |
| YTD | +10.1% | -8.0% | +18.1% | +13.0% |
| 1Y | +22.8% | -13.1% | +35.9% | +29.2% |
| 3Y | +73.8% | -1.3% | +75.1% | +70.3% |
| 5Y | +99.2% | +14.9% | +84.3% | +79.6% |
| 10Y | +218.2% | +214.9% | +3.3% | +79.2% |
| All | +6,646.7% | +3,441.0% | +3,205.6% | +1,508.3% |
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