+107.2%
FAST vs AON
+15.3%
+91.8%
-30.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.2% | +1.9% | +1.2% |
| 7D | -0.4% | -9.1% | +8.7% | +3.0% |
| 30D | -0.8% | -10.2% | +9.5% | +3.0% |
| 3M | +5.8% | +0.5% | +5.3% | +4.8% |
| 6M | +8.0% | -4.8% | +12.8% | +9.0% |
| YTD | +25.6% | -8.0% | +33.6% | +28.2% |
| 1Y | +0.8% | -13.1% | +13.9% | +5.5% |
| 3Y | +86.1% | -1.3% | +87.4% | +81.5% |
| All | +107.2% | +15.3% | +91.8% | +79.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling