+32.6%
NET vs AON
+22.2%
+10.4%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +4.4% | -7.0% | -5.1% |
| 7D | -16.4% | +9.4% | -25.8% | -20.9% |
| 30D | -25.8% | +27.0% | -52.9% | -36.5% |
| 3M | -11.5% | -3.1% | -8.4% | -11.0% |
| 6M | +18.9% | +10.0% | +8.9% | +7.2% |
| YTD | +35.2% | -1.6% | +36.8% | +31.5% |
| 1Y | +14.5% | +0.9% | +13.6% | +8.7% |
| 3Y | +313.8% | +9.0% | +304.8% | +237.6% |
| 5Y | +32.6% | +23.3% | +9.3% | -15.3% |
| All | +32.6% | +22.2% | +10.4% | -15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling