+132.3%
HON vs AON
+204.8%
-72.4%
-43.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.7% | +1.7% | +0.8% |
| 7D | -3.5% | -6.3% | +2.9% | -0.7% |
| 30D | -13.8% | -14.1% | +0.3% | -8.2% |
| 3M | -11.7% | -9.5% | -2.2% | -8.6% |
| 6M | -18.7% | -4.0% | -14.7% | -18.7% |
| YTD | +0.2% | -13.8% | +14.0% | +4.9% |
| 1Y | -3.1% | -18.3% | +15.2% | +3.9% |
| 3Y | +17.0% | -7.2% | +24.2% | +15.7% |
| 5Y | +2.0% | +7.3% | -5.3% | -8.7% |
| All | +132.3% | +204.8% | -72.4% | +16.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling