+303.5%
EWY vs AON
+204.8%
+98.7%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.7% | +4.9% | +3.6% |
| 7D | -0.1% | -6.3% | +6.2% | +1.4% |
| 30D | +7.3% | -14.1% | +21.4% | +10.9% |
| 3M | -5.1% | -9.5% | +4.3% | -4.2% |
| 6M | +42.1% | -4.0% | +46.1% | +39.8% |
| YTD | +94.1% | -13.8% | +107.9% | +97.0% |
| 1Y | +147.8% | -18.3% | +166.1% | +155.4% |
| 3Y | +222.9% | -7.2% | +230.1% | +211.6% |
| 5Y | +150.6% | +7.3% | +143.3% | +122.9% |
| All | +303.5% | +204.8% | +98.7% | +114.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling