+18.7%
HPQ vs AON
-13.5%
+32.2%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.2% | +3.4% | +2.5% |
| 7D | +6.9% | -9.1% | +16.0% | +9.4% |
| 30D | +14.4% | -10.2% | +24.7% | +17.4% |
| 3M | +25.6% | +0.5% | +25.1% | +26.3% |
| 6M | +75.0% | -4.8% | +79.9% | +77.9% |
| YTD | +50.7% | -8.0% | +58.7% | +53.4% |
| 1Y | +18.7% | -13.1% | +31.7% | +20.5% |
| All | +18.7% | -13.5% | +32.2% | +20.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling