+412.1%
LIN vs AON
+228.3%
+183.7%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +2.0% | +1.9% | +0.1% | +1.1% |
| 30D | +7.9% | +23.3% | -15.4% | -2.0% |
| 3M | +6.3% | -5.5% | +11.8% | +8.4% |
| 6M | +6.5% | +8.0% | -1.6% | +1.5% |
| YTD | +23.6% | -4.0% | +27.5% | +23.4% |
| 1Y | +25.7% | -1.7% | +27.5% | +24.1% |
| 3Y | +35.6% | +2.9% | +32.7% | +28.2% |
| 5Y | +65.9% | +17.2% | +48.6% | +43.8% |
| 10Y | +412.1% | +225.8% | +186.3% | +150.0% |
| All | +412.1% | +228.3% | +183.7% | +150.0% |
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