+93.7%
FAST vs AON
+5.6%
+88.1%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.8% | +3.0% | +0.7% |
| 7D | +2.1% | +4.4% | -2.3% | +1.2% |
| 30D | +6.9% | +24.1% | -17.2% | +2.1% |
| 3M | +4.8% | -7.0% | +11.8% | +6.6% |
| 6M | +19.8% | +9.1% | +10.6% | +17.0% |
| YTD | +34.9% | -4.4% | +39.3% | +36.5% |
| 1Y | +32.8% | -0.8% | +33.6% | +32.6% |
| 3Y | +93.7% | +5.1% | +88.6% | +92.6% |
| All | +93.7% | +5.6% | +88.1% | +92.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling