+68.5%
LIN vs AON
+17.1%
+51.5%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.8% | +0.2% |
| 7D | +2.1% | +1.0% | +1.1% | +1.7% |
| 30D | +6.8% | +23.2% | -16.4% | -0.8% |
| 3M | +10.4% | -5.0% | +15.4% | +12.1% |
| 6M | +3.2% | +9.3% | -6.2% | -0.9% |
| YTD | +24.6% | -3.4% | +28.0% | +24.8% |
| 1Y | +24.4% | -2.9% | +27.3% | +24.2% |
| 3Y | +36.7% | +3.6% | +33.1% | +30.9% |
| All | +68.5% | +17.1% | +51.5% | +50.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling