+228.7%
HL vs AON
+6.4%
+222.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.7% | +0.5% | -1.0% |
| 7D | -4.4% | -6.3% | +2.0% | -3.8% |
| 30D | +9.3% | -14.1% | +23.4% | +10.8% |
| 3M | +32.0% | -9.5% | +41.5% | +32.7% |
| 6M | -6.4% | -4.0% | -2.4% | -7.2% |
| YTD | +3.1% | -13.8% | +16.9% | +4.4% |
| 1Y | +77.6% | -18.3% | +95.8% | +82.2% |
| 3Y | +392.8% | -7.2% | +400.0% | +376.3% |
| All | +228.7% | +6.4% | +222.3% | +192.4% |
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