+4,181.3%
KR vs AON
+4,880.3%
-699.0%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.0% | -0.1% | +0.7% |
| 7D | -2.7% | -5.9% | +3.2% | -1.3% |
| 30D | +1.9% | -13.7% | +15.6% | +5.2% |
| 3M | -11.0% | -8.3% | -2.8% | -9.4% |
| 6M | -20.2% | -3.6% | -16.6% | -19.7% |
| YTD | -7.3% | -12.4% | +5.1% | -5.1% |
| 1Y | -13.1% | -14.6% | +1.5% | -10.6% |
| 3Y | +29.7% | -5.7% | +35.4% | +29.6% |
| 5Y | +48.8% | +9.1% | +39.6% | +42.3% |
| 10Y | +122.8% | +208.7% | -85.9% | +60.8% |
| All | +4,181.3% | +4,880.3% | -699.0% | +937.2% |
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