+73.6%
CTAS vs AON
+3.5%
+70.1%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.8% |
| 7D | +2.0% | +1.0% | +0.9% | +1.6% |
| 30D | +8.7% | +23.2% | -14.5% | +1.2% |
| 3M | +13.3% | -5.0% | +18.3% | +15.0% |
| 6M | +39.4% | +9.3% | +30.0% | +35.1% |
| YTD | +21.5% | -3.4% | +24.9% | +22.2% |
| 1Y | +21.9% | -2.9% | +24.8% | +22.3% |
| 3Y | +73.6% | +3.6% | +70.0% | +78.5% |
| All | +73.6% | +3.5% | +70.1% | +78.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling