-81.6%
CHTR vs AON
+6.4%
-88.0%
-84.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -1.7% | +5.4% | +4.5% |
| 7D | -4.1% | -6.3% | +2.2% | -0.8% |
| 30D | -3.0% | -14.1% | +11.1% | +4.5% |
| 3M | +4.8% | -9.5% | +14.2% | +9.7% |
| 6M | -35.0% | -4.0% | -31.0% | -34.0% |
| YTD | -30.2% | -13.8% | -16.4% | -25.5% |
| 1Y | -44.8% | -18.3% | -26.5% | -39.5% |
| 3Y | -66.6% | -7.2% | -59.4% | -66.6% |
| All | -81.6% | +6.4% | -88.0% | -83.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling