+262.7%
GE vs AON
-6.9%
+269.6%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.5% | +0.7% | -2.3% |
| 7D | -1.2% | -7.9% | +6.7% | +0.1% |
| 30D | -11.3% | -14.6% | +3.4% | -9.0% |
| 3M | -1.4% | -7.9% | +6.5% | -0.5% |
| 6M | +1.2% | -8.0% | +9.2% | +2.0% |
| YTD | +5.9% | -13.2% | +19.2% | +8.3% |
| 1Y | +18.4% | -16.4% | +34.8% | +22.3% |
| All | +262.7% | -6.9% | +269.6% | +277.5% |
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