+7,917.6%
FLEX vs AON
+3,535.6%
+4,382.1%
-96.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.2% | +2.7% | +2.0% |
| 7D | -0.9% | -9.1% | +8.2% | +2.5% |
| 30D | -10.1% | -10.2% | +0.1% | -6.8% |
| 3M | -31.3% | +0.5% | -31.8% | -32.8% |
| 6M | +71.3% | -4.8% | +76.1% | +69.2% |
| YTD | +81.2% | -8.0% | +89.2% | +79.9% |
| 1Y | +98.5% | -13.1% | +111.6% | +100.5% |
| 3Y | +428.2% | -1.3% | +429.5% | +394.0% |
| 5Y | +657.3% | +14.9% | +642.3% | +560.0% |
| 10Y | +995.9% | +214.9% | +781.0% | +528.1% |
| All | +7,917.6% | +3,535.6% | +4,382.1% | +2,033.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling