+3,033.3%
EQT vs AON
+4,880.3%
-1,847.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.0% | -0.4% | +0.4% |
| 7D | -1.2% | -5.9% | +4.7% | +0.1% |
| 30D | +1.1% | -13.7% | +14.7% | +4.1% |
| 3M | +4.8% | -8.3% | +13.1% | +6.3% |
| 6M | -10.6% | -3.6% | -6.9% | -10.5% |
| YTD | +3.4% | -12.4% | +15.8% | +5.5% |
| 1Y | +8.7% | -14.6% | +23.3% | +11.4% |
| 3Y | +35.0% | -5.7% | +40.7% | +34.4% |
| 5Y | +204.2% | +9.1% | +195.1% | +192.6% |
| 10Y | +52.5% | +208.7% | -156.2% | +16.1% |
| All | +3,033.3% | +4,880.3% | -1,847.0% | +1,440.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling