+4.6%
EXC vs AON
-2.6%
+7.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +1.5% | -0.1% | +1.1% |
| 7D | +1.4% | +1.0% | +0.3% | +1.2% |
| 30D | +8.6% | +23.2% | -14.6% | +4.5% |
| 3M | +2.4% | -5.0% | +7.4% | +2.7% |
| 6M | +6.5% | +9.3% | -2.9% | +4.5% |
| YTD | +9.0% | -3.4% | +12.5% | +8.1% |
| 1Y | +4.6% | -2.9% | +7.5% | +3.4% |
| All | +4.6% | -2.6% | +7.2% | +3.4% |
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