+301.6%
CHTR vs AON
+868.4%
-566.8%
-85.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | +1.0% | +4.0% | +4.5% |
| 7D | -7.1% | -5.9% | -1.3% | -4.3% |
| 30D | -10.9% | -13.7% | +2.8% | -4.6% |
| 3M | +2.0% | -8.3% | +10.3% | +6.0% |
| 6M | -35.9% | -3.6% | -32.3% | -35.0% |
| YTD | -32.7% | -12.4% | -20.3% | -28.9% |
| 1Y | -46.6% | -14.6% | -31.9% | -43.0% |
| 3Y | -66.7% | -5.7% | -61.0% | -66.6% |
| 5Y | -82.1% | +9.1% | -91.3% | -83.4% |
| 10Y | -46.8% | +208.7% | -255.5% | -71.2% |
| All | +301.6% | +868.4% | -566.8% | +32.5% |
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 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