+671.2%
CTAS vs AON
+209.9%
+461.4%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.3% |
| 7D | -1.3% | -5.9% | +4.6% | +1.9% |
| 30D | -3.1% | -13.7% | +10.6% | +4.3% |
| 3M | +10.3% | -8.3% | +18.6% | +14.9% |
| 6M | +1.6% | -3.6% | +5.3% | +2.6% |
| YTD | +6.3% | -12.4% | +18.7% | +12.4% |
| 1Y | -0.5% | -14.6% | +14.2% | +6.5% |
| 3Y | +64.6% | -5.7% | +70.3% | +63.6% |
| 5Y | +106.0% | +9.1% | +96.9% | +84.6% |
| All | +671.2% | +209.9% | +461.4% | +282.3% |
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