-4.9%
EQT vs AON
+2.1%
-7.0%
-28.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +4.4% | -7.6% | -3.2% |
| 7D | -6.6% | +9.4% | -16.0% | -6.7% |
| 30D | +2.7% | +27.0% | -24.3% | +2.2% |
| 3M | -0.2% | -3.1% | +3.0% | -0.4% |
| 6M | -10.6% | +10.0% | -20.6% | -11.1% |
| YTD | -1.2% | -1.6% | +0.4% | -0.3% |
| 1Y | -4.9% | +0.9% | -5.7% | -4.2% |
| All | -4.9% | +2.1% | -7.0% | -4.2% |
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