+14.0%
MSCI vs AON
-2.3%
+16.3%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.2% | +1.4% | +1.5% |
| 7D | +2.7% | +1.9% | +0.8% | +2.0% |
| 30D | +16.2% | +23.3% | -7.1% | +8.2% |
| 3M | +17.1% | -5.5% | +22.6% | +18.9% |
| 6M | +13.0% | +8.0% | +5.0% | +9.5% |
| YTD | +15.8% | -4.0% | +19.7% | +16.7% |
| All | +14.0% | -2.3% | +16.3% | +13.8% |
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 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