+534.0%
HAL vs AON
+5,388.5%
-4,854.5%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.5% | +1.6% | +2.6% |
| 7D | +6.1% | +1.0% | +5.0% | +5.7% |
| 30D | +2.9% | +23.2% | -20.3% | -4.7% |
| 3M | +3.3% | -5.0% | +8.4% | +4.4% |
| 6M | -16.9% | +9.3% | -26.3% | -20.7% |
| YTD | +21.2% | -3.4% | +24.6% | +19.8% |
| 1Y | +27.5% | -2.9% | +30.4% | +25.8% |
| 3Y | -6.4% | +3.6% | -10.1% | -11.4% |
| 5Y | +58.0% | +16.9% | +41.1% | +41.2% |
| 10Y | -14.6% | +234.4% | -249.0% | -44.9% |
| All | +534.0% | +5,388.5% | -4,854.5% | +107.6% |
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