+149.4%
MAR vs AON
+6.4%
+143.0%
-30.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.7% | +3.4% | +2.3% |
| 7D | -0.5% | -6.3% | +5.8% | +1.9% |
| 30D | -5.4% | -14.1% | +8.7% | 0.0% |
| 3M | -15.5% | -9.5% | -6.0% | -12.8% |
| 6M | +3.0% | -4.0% | +7.0% | +3.2% |
| YTD | +8.5% | -13.8% | +22.3% | +13.4% |
| 1Y | +26.0% | -18.3% | +44.2% | +34.7% |
| 3Y | +68.6% | -7.2% | +75.8% | +68.6% |
| All | +149.4% | +6.4% | +143.0% | +118.1% |
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