+5,993.3%
FIX vs AON
+207.5%
+5,785.8%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.6% | +3.1% |
| 7D | +6.1% | -3.2% | +9.3% | +7.2% |
| 30D | -2.7% | -11.9% | +9.2% | +1.1% |
| 3M | -10.9% | -2.9% | -8.1% | -12.0% |
| 6M | +29.0% | -6.8% | +35.8% | +28.5% |
| YTD | +76.9% | -10.1% | +87.0% | +77.4% |
| 1Y | +130.7% | -14.2% | +145.0% | +135.4% |
| 3Y | +790.7% | -3.3% | +793.9% | +733.0% |
| 5Y | +2,185.6% | +13.6% | +2,172.0% | +1,816.5% |
| 10Y | +5,993.3% | +209.2% | +5,784.1% | +3,055.4% |
| All | +5,993.3% | +207.5% | +5,785.8% | +3,055.4% |
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 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