+595.7%
HAL vs AON
+5,128.2%
-4,532.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.2% | +0.6% | -0.2% |
| 7D | +2.9% | -9.1% | +12.0% | +6.2% |
| 30D | +17.0% | -10.2% | +27.3% | +21.2% |
| 3M | -9.7% | +0.5% | -10.1% | -10.6% |
| 6M | +8.6% | -4.8% | +13.5% | +9.0% |
| YTD | +33.0% | -8.0% | +41.0% | +34.5% |
| 1Y | +68.3% | -13.1% | +81.4% | +73.3% |
| 3Y | +0.1% | -1.3% | +1.4% | -3.2% |
| 5Y | +102.6% | +14.9% | +87.7% | +82.7% |
| 10Y | +3.8% | +214.9% | -211.1% | -31.3% |
| All | +595.7% | +5,128.2% | -4,532.5% | +133.0% |
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