-1.8%
MA vs AON
-15.2%
+13.4%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +1.0% | -1.4% | -0.8% |
| 7D | -3.5% | -5.9% | +2.4% | -0.9% |
| 30D | +0.7% | -13.7% | +14.4% | +7.1% |
| 3M | +15.8% | -8.3% | +24.1% | +19.2% |
| 6M | +10.2% | -3.6% | +13.9% | +10.5% |
| YTD | -0.5% | -12.4% | +11.9% | +3.6% |
| 1Y | -1.8% | -14.6% | +12.8% | +3.7% |
| All | -1.8% | -15.2% | +13.4% | +3.7% |
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