+5,506.3%
HON vs AON
+4,830.5%
+675.8%
-70.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.5% | +1.9% | -0.3% |
| 7D | -0.6% | -7.9% | +7.4% | +2.4% |
| 30D | -15.4% | -14.6% | -0.7% | -10.8% |
| 3M | -9.1% | -7.9% | -1.2% | -7.1% |
| 6M | -17.1% | -8.0% | -9.1% | -15.6% |
| YTD | +1.5% | -13.2% | +14.7% | +5.1% |
| 1Y | -1.3% | -16.4% | +15.1% | +3.4% |
| 3Y | +19.5% | -6.7% | +26.2% | +19.0% |
| 5Y | +3.1% | +8.0% | -5.0% | -3.7% |
| 10Y | +138.4% | +205.6% | -67.2% | +53.4% |
| All | +5,506.3% | +4,830.5% | +675.8% | +1,361.1% |
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