+478.1%
FLEX vs AON
-3.6%
+481.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -2.3% | +6.6% | +3.5% |
| 7D | +7.0% | -3.2% | +10.2% | +5.7% |
| 30D | -5.8% | -11.9% | +6.1% | -9.9% |
| 3M | -24.2% | -2.9% | -21.3% | -24.4% |
| 6M | +90.8% | -6.8% | +97.6% | +91.3% |
| YTD | +89.2% | -10.1% | +99.3% | +89.6% |
| 1Y | +104.7% | -14.2% | +118.9% | +106.1% |
| 3Y | +478.1% | -3.3% | +481.3% | +488.4% |
| All | +478.1% | -3.6% | +481.7% | +488.4% |
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 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