-0.5%
CTAS vs AON
-15.2%
+14.7%
-20.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.0% | -1.8% | -1.1% |
| 7D | -1.3% | -5.9% | +4.6% | +0.5% |
| 30D | -3.1% | -13.7% | +10.6% | +1.3% |
| 3M | +10.3% | -8.3% | +18.6% | +13.4% |
| 6M | +1.6% | -3.6% | +5.3% | +3.2% |
| YTD | +6.3% | -12.4% | +18.7% | +10.5% |
| 1Y | -0.5% | -14.6% | +14.2% | +5.2% |
| All | -0.5% | -15.2% | +14.7% | +5.2% |
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 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