+392.8%
HL vs AON
-7.5%
+400.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.5% |
| 7D | -4.4% | -6.3% | +2.0% | -5.4% |
| 30D | +9.3% | -14.1% | +23.4% | +6.4% |
| 3M | +32.0% | -9.5% | +41.5% | +30.0% |
| 6M | -6.4% | -4.0% | -2.4% | -6.8% |
| YTD | +3.1% | -13.8% | +16.9% | +2.7% |
| 1Y | +77.6% | -18.3% | +95.8% | +77.4% |
| 3Y | +392.8% | -7.2% | +400.0% | +399.3% |
| All | +392.8% | -7.5% | +400.3% | +399.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling