+2,439.3%
MAR vs AON
+1,010.4%
+1,428.9%
-75.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -1.4% |
| 7D | -1.7% | -3.2% | +1.5% | -0.5% |
| 30D | -6.9% | -11.9% | +5.0% | -2.4% |
| 3M | -15.8% | -2.9% | -13.0% | -15.4% |
| 6M | +1.9% | -6.8% | +8.8% | +3.8% |
| YTD | +6.6% | -10.1% | +16.7% | +9.6% |
| 1Y | +23.7% | -14.2% | +37.9% | +29.4% |
| 3Y | +64.6% | -3.3% | +67.8% | +62.2% |
| 5Y | +156.4% | +13.6% | +142.8% | +134.9% |
| 10Y | +415.4% | +209.2% | +206.2% | +220.9% |
| All | +2,439.3% | +1,010.4% | +1,428.9% | +829.5% |
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