+651.7%
FLEX vs AON
+226.6%
+425.2%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +2.2% | -2.4% | +4.6% | +2.9% |
| 30D | -32.6% | +22.8% | -55.4% | -37.2% |
| 3M | -35.5% | -5.3% | -30.1% | -34.9% |
| 6M | -45.6% | +8.4% | -53.9% | -48.8% |
| YTD | +30.7% | -3.9% | +34.6% | +27.3% |
| 1Y | +28.4% | -3.1% | +31.5% | +24.3% |
| 3Y | +301.7% | +3.0% | +298.7% | +262.0% |
| 5Y | +473.3% | +16.7% | +456.6% | +370.5% |
| 10Y | +651.7% | +232.6% | +419.1% | +253.1% |
| All | +651.7% | +226.6% | +425.2% | +253.1% |
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 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