+83.6%
EEM vs AON
-5.9%
+89.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.0% | -3.2% | -2.1% |
| 7D | -0.7% | -5.9% | +5.2% | -1.1% |
| 30D | +2.4% | -13.7% | +16.1% | +1.4% |
| 3M | +4.2% | -8.3% | +12.4% | +3.6% |
| 6M | +14.8% | -3.6% | +18.4% | +14.1% |
| YTD | +23.1% | -12.4% | +35.5% | +22.9% |
| 1Y | +32.5% | -14.6% | +47.2% | +32.7% |
| All | +83.6% | -5.9% | +89.5% | +82.8% |
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