+102.3%
INTC vs AON
+9.0%
+93.3%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +1.0% | -6.6% | -5.7% |
| 7D | +9.4% | -5.9% | +15.3% | +10.3% |
| 30D | +2.7% | -13.7% | +16.3% | +4.8% |
| 3M | -6.3% | -8.3% | +2.0% | -6.3% |
| 6M | +114.5% | -3.6% | +118.1% | +110.1% |
| YTD | +171.9% | -12.4% | +184.2% | +173.6% |
| 1Y | +305.0% | -14.6% | +319.7% | +309.7% |
| 3Y | +168.3% | -5.7% | +174.1% | +156.1% |
| 5Y | +102.3% | +9.1% | +93.2% | +70.1% |
| All | +102.3% | +9.0% | +93.3% | +70.1% |
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 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