+11,385.0%
LIN vs AON
+4,815.0%
+6,570.1%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.8% | +1.6% | -0.2% |
| 7D | +0.2% | +4.4% | -4.2% | -1.2% |
| 30D | +6.5% | +24.1% | -17.6% | -1.0% |
| 3M | +5.5% | -7.0% | +12.4% | +7.4% |
| 6M | +3.3% | +9.1% | -5.8% | -0.4% |
| YTD | +22.0% | -4.4% | +26.4% | +22.1% |
| 1Y | +25.7% | -0.8% | +26.5% | +24.3% |
| 3Y | +36.2% | +5.1% | +31.1% | +30.6% |
| 5Y | +66.1% | +20.4% | +45.7% | +51.4% |
| 10Y | +431.0% | +239.2% | +191.8% | +246.6% |
| All | +11,385.0% | +4,815.0% | +6,570.1% | +3,248.6% |
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 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