+16.4%
JD vs AON
+209.9%
-193.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.0% | -0.9% | -0.2% |
| 7D | -2.6% | -5.9% | +3.3% | -1.0% |
| 30D | -15.4% | -13.7% | -1.7% | -12.0% |
| 3M | -5.0% | -8.3% | +3.3% | -3.1% |
| 6M | +0.9% | -3.6% | +4.6% | +1.1% |
| YTD | -2.5% | -12.4% | +9.9% | +0.1% |
| 1Y | -16.0% | -14.6% | -1.4% | -13.3% |
| 3Y | -8.5% | -5.7% | -2.8% | -10.1% |
| 5Y | -61.8% | +9.1% | -70.9% | -65.3% |
| All | +16.4% | +209.9% | -193.5% | -30.4% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling