+1,033.9%
FLEX vs AON
+209.9%
+824.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.0% | -5.2% | -4.5% |
| 7D | +0.1% | -5.9% | +6.0% | +2.1% |
| 30D | -11.8% | -13.7% | +1.9% | -7.6% |
| 3M | -22.6% | -8.3% | -14.3% | -21.8% |
| 6M | +77.3% | -3.6% | +81.0% | +73.2% |
| YTD | +78.8% | -12.4% | +91.1% | +80.5% |
| 1Y | +86.1% | -14.6% | +100.7% | +89.2% |
| 3Y | +446.2% | -5.7% | +451.9% | +408.2% |
| 5Y | +689.7% | +9.1% | +680.5% | +557.9% |
| All | +1,033.9% | +209.9% | +824.1% | +420.9% |
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