+10,545.1%
LIN vs AON
+4,630.8%
+5,914.3%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.2% | +0.2% | -0.6% |
| 7D | -2.1% | -9.1% | +7.0% | +0.8% |
| 30D | -2.4% | -10.2% | +7.8% | +0.9% |
| 3M | -5.6% | +0.5% | -6.1% | -6.2% |
| 6M | -3.4% | -4.8% | +1.4% | -2.5% |
| YTD | +13.1% | -8.0% | +21.1% | +15.0% |
| 1Y | +2.5% | -13.1% | +15.5% | +6.0% |
| 3Y | +27.6% | -1.3% | +28.9% | +25.2% |
| 5Y | +63.0% | +14.9% | +48.1% | +51.2% |
| 10Y | +359.3% | +214.9% | +144.4% | +207.8% |
| All | +10,545.1% | +4,630.8% | +5,914.3% | +3,052.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling