+358.4%
LIN vs AON
+207.5%
+150.8%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.3% | +0.3% | -0.9% |
| 7D | -3.5% | -3.2% | -0.2% | -2.0% |
| 30D | -4.1% | -11.9% | +7.8% | +1.3% |
| 3M | -6.4% | -2.9% | -3.5% | -5.8% |
| 6M | -2.4% | -6.8% | +4.4% | -0.4% |
| YTD | +10.9% | -10.1% | +21.0% | +14.6% |
| 1Y | 0.0% | -14.2% | +14.3% | +5.6% |
| 3Y | +25.8% | -3.3% | +29.1% | +22.5% |
| 5Y | +60.8% | +13.6% | +47.2% | +41.0% |
| 10Y | +358.4% | +209.2% | +149.2% | +125.6% |
| All | +358.4% | +207.5% | +150.8% | +125.6% |
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