+432.0%
LIN vs AON
+231.2%
+200.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.1% | +0.9% | +0.9% |
| 7D | +0.3% | -2.4% | +2.7% | +1.4% |
| 30D | +8.0% | +22.8% | -14.7% | -1.6% |
| 3M | +7.7% | -5.3% | +13.0% | +9.7% |
| 6M | +5.1% | +8.4% | -3.3% | 0.0% |
| YTD | +24.7% | -3.9% | +28.6% | +24.5% |
| 1Y | +25.1% | -3.1% | +28.2% | +24.3% |
| 3Y | +36.8% | +3.0% | +33.9% | +29.3% |
| 5Y | +67.9% | +16.7% | +51.2% | +45.9% |
| All | +432.0% | +231.2% | +200.7% | +161.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling