+507.9%
F vs AON
+5,356.5%
-4,848.7%
-95.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.9% | -0.8% |
| 7D | +1.0% | +1.9% | -0.9% | +0.2% |
| 30D | +2.1% | +23.3% | -21.2% | -5.7% |
| 3M | -10.3% | -5.5% | -4.7% | -8.7% |
| 6M | +3.3% | +8.0% | -4.8% | -0.9% |
| YTD | -2.0% | -4.0% | +2.0% | -2.3% |
| 1Y | -2.3% | -1.7% | -0.5% | -3.5% |
| 3Y | +49.9% | +2.9% | +47.0% | +42.8% |
| 5Y | -12.5% | +17.2% | -29.7% | -20.9% |
| 10Y | +74.3% | +225.8% | -151.5% | +6.4% |
| All | +507.9% | +5,356.5% | -4,848.7% | +55.6% |
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