+322.4%
NET vs AON
+8.7%
+313.7%
-45.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.0% | -2.9% |
| 7D | -16.4% | +9.4% | -25.8% | -17.0% |
| 30D | -25.8% | +27.0% | -52.9% | -27.7% |
| 3M | -11.5% | -3.1% | -8.4% | -10.2% |
| 6M | +18.9% | +10.0% | +8.9% | +16.4% |
| YTD | +35.2% | -1.6% | +36.8% | +35.3% |
| 1Y | +14.5% | +0.9% | +13.6% | +13.8% |
| All | +322.4% | +8.7% | +313.7% | +313.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling