-10.1%
DIS vs AON
-13.5%
+3.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.2% | -0.5% | -1.4% |
| 7D | -2.6% | -9.1% | +6.5% | -0.5% |
| 30D | +3.5% | -10.2% | +13.7% | +6.0% |
| 3M | +6.8% | +0.5% | +6.3% | +7.1% |
| 6M | +3.0% | -4.8% | +7.8% | +4.3% |
| YTD | -6.7% | -8.0% | +1.3% | -4.7% |
| 1Y | -10.1% | -13.1% | +3.0% | -7.0% |
| All | -10.1% | -13.5% | +3.4% | -7.0% |
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