+1,527.5%
META vs AON
+704.9%
+822.6%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +1.5% |
| 7D | +6.7% | -9.1% | +15.8% | +10.8% |
| 30D | +4.8% | -10.2% | +15.0% | +9.4% |
| 3M | -1.6% | +0.5% | -2.1% | -2.6% |
| 6M | -7.5% | -4.8% | -2.6% | -6.5% |
| YTD | -6.4% | -8.0% | +1.6% | -4.5% |
| 1Y | -17.3% | -13.1% | -4.3% | -13.8% |
| 3Y | +109.9% | -1.3% | +111.2% | +101.7% |
| 5Y | +65.4% | +14.9% | +50.4% | +46.1% |
| 10Y | +391.8% | +214.9% | +176.9% | +160.7% |
| All | +1,527.5% | +704.9% | +822.6% | +589.8% |
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