+40.1%
GILD vs AON
+0.8%
+39.3%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.1% | -3.9% | -4.0% |
| 7D | +1.2% | +7.3% | -6.2% | +0.5% |
| 30D | +16.2% | +26.0% | -9.8% | +14.0% |
| 3M | +27.9% | -4.1% | +32.0% | +27.2% |
| 6M | +27.1% | +10.0% | +17.1% | +27.1% |
| YTD | +39.0% | -1.7% | +40.7% | +38.2% |
| 1Y | +40.1% | +1.5% | +38.5% | +39.7% |
| All | +40.1% | +0.8% | +39.3% | +39.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling