+12.0%
CI vs AON
-3.8%
+15.8%
-12.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -0.9% | -0.8% | -1.5% |
| 7D | -1.7% | -3.2% | +1.5% | -0.9% |
| 30D | +4.9% | +21.7% | -16.8% | -0.2% |
| 3M | +7.4% | -5.1% | +12.5% | +7.7% |
| 6M | +0.4% | +5.9% | -5.5% | -1.0% |
| YTD | +9.5% | -4.8% | +14.3% | +10.9% |
| 1Y | +12.0% | -4.1% | +16.0% | +12.7% |
| All | +12.0% | -3.8% | +15.8% | +12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling