+27.0%
NFLX vs AON
+7.9%
+19.1%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.5% | +2.6% | +0.6% |
| 7D | -8.1% | -7.9% | -0.2% | -4.7% |
| 30D | -0.3% | -14.6% | +14.3% | +6.5% |
| 3M | -6.6% | -7.9% | +1.3% | -3.6% |
| 6M | -22.7% | -8.0% | -14.7% | -20.5% |
| YTD | -18.9% | -13.2% | -5.7% | -14.6% |
| 1Y | -39.8% | -16.4% | -23.4% | -35.7% |
| 3Y | +71.7% | -6.7% | +78.4% | +69.4% |
| All | +27.0% | +7.9% | +19.1% | +5.3% |
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