-18.0%
KR vs AON
-5.2%
-12.8%
-26.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.7% | +4.4% | +3.3% |
| 7D | -0.2% | -6.3% | +6.1% | +2.3% |
| 30D | +5.1% | -14.1% | +19.1% | +10.8% |
| 3M | -8.2% | -9.5% | +1.3% | -5.6% |
| 6M | -18.0% | -4.0% | -14.0% | -16.4% |
| All | -18.0% | -5.2% | -12.8% | -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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling