+238.9%
CRM vs AON
+204.8%
+34.1%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -1.7% | +3.6% | +2.8% |
| 7D | -4.4% | -6.3% | +1.9% | -1.1% |
| 30D | +28.1% | -14.1% | +42.2% | +38.1% |
| 3M | +48.8% | -9.5% | +58.3% | +56.2% |
| 6M | +28.3% | -4.0% | +32.3% | +30.3% |
| YTD | -6.0% | -13.8% | +7.8% | +0.6% |
| 1Y | +1.4% | -18.3% | +19.7% | +11.3% |
| 3Y | +11.8% | -7.2% | +19.0% | +11.7% |
| 5Y | -2.0% | +7.3% | -9.4% | -11.1% |
| All | +238.9% | +204.8% | +34.1% | +63.2% |
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