-8.1%
MCD vs AON
-2.2%
-5.9%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +0.1% | -2.7% | -2.6% |
| 7D | -1.9% | -2.4% | +0.4% | -1.2% |
| 30D | +16.6% | +22.8% | -6.2% | +10.4% |
| 3M | +0.9% | -5.3% | +6.3% | +1.4% |
| 6M | +1.5% | +8.4% | -6.9% | -0.4% |
| YTD | -8.3% | -3.9% | -4.4% | -7.9% |
| 1Y | -8.1% | -3.1% | -5.0% | -7.7% |
| All | -8.1% | -2.2% | -5.9% | -7.7% |
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