+424.5%
GE vs AON
+7.9%
+416.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -3.5% | +0.7% | -1.7% |
| 7D | -1.2% | -7.9% | +6.7% | +1.4% |
| 30D | -11.3% | -14.6% | +3.4% | -6.9% |
| 3M | -1.4% | -7.9% | +6.5% | +0.3% |
| 6M | +1.2% | -8.0% | +9.2% | +2.6% |
| YTD | +5.9% | -13.2% | +19.2% | +9.5% |
| 1Y | +18.4% | -16.4% | +34.8% | +24.1% |
| 3Y | +271.0% | -6.7% | +277.6% | +268.2% |
| All | +424.5% | +7.9% | +416.6% | +364.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling