+23.5%
LIN vs AON
-3.8%
+27.3%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.9% | +0.2% | -0.6% |
| 7D | +0.2% | -3.2% | +3.4% | +0.7% |
| 30D | +6.2% | +21.7% | -15.5% | +3.7% |
| 3M | +9.3% | -5.1% | +14.5% | +10.2% |
| 6M | +4.4% | +5.9% | -1.5% | +4.3% |
| YTD | +23.7% | -4.8% | +28.6% | +25.6% |
| 1Y | +23.5% | -4.1% | +27.5% | +24.4% |
| All | +23.5% | -3.8% | +27.3% | +24.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling