+142.4%
GILD vs AON
+6.4%
+136.1%
-26.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.7% | +0.9% | -0.4% |
| 7D | -4.8% | -6.3% | +1.5% | -3.3% |
| 30D | +5.8% | -14.1% | +19.9% | +9.4% |
| 3M | +14.9% | -9.5% | +24.4% | +17.3% |
| 6M | -0.4% | -4.0% | +3.7% | +0.1% |
| YTD | +18.5% | -13.8% | +32.3% | +22.1% |
| 1Y | +25.1% | -18.3% | +43.4% | +30.7% |
| 3Y | +105.9% | -7.2% | +113.1% | +106.9% |
| All | +142.4% | +6.4% | +136.1% | +131.2% |
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