+433.3%
META vs AON
+226.6%
+206.8%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.1% | -2.0% | -2.0% |
| 7D | -0.2% | -2.4% | +2.2% | +0.7% |
| 30D | -15.4% | +22.8% | -38.2% | -22.2% |
| 3M | +5.0% | -5.3% | +10.4% | +6.6% |
| 6M | +5.2% | +8.4% | -3.2% | +0.4% |
| YTD | -4.5% | -3.9% | -0.6% | -4.7% |
| 1Y | +0.6% | -3.1% | +3.7% | -0.1% |
| 3Y | +93.1% | +3.0% | +90.1% | +81.9% |
| 5Y | +93.7% | +16.7% | +77.0% | +69.5% |
| 10Y | +433.3% | +232.6% | +200.7% | +193.0% |
| All | +433.3% | +226.6% | +206.8% | +193.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling