+142.1%
CI vs AON
+204.8%
-62.6%
-42.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | +0.6% |
| 7D | -0.1% | -6.3% | +6.2% | +2.5% |
| 30D | +1.8% | -14.1% | +15.9% | +7.8% |
| 3M | -4.2% | -9.5% | +5.2% | -0.9% |
| 6M | +8.8% | -4.0% | +12.9% | +9.7% |
| YTD | +3.7% | -13.8% | +17.5% | +8.7% |
| 1Y | -6.1% | -18.3% | +12.2% | +0.6% |
| 3Y | +4.5% | -7.2% | +11.7% | +4.0% |
| 5Y | +50.5% | +7.3% | +43.2% | +37.1% |
| All | +142.1% | +204.8% | -62.6% | +42.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling