+140.2%
NI vs AON
+204.8%
-64.6%
-31.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.7% | +1.6% | +0.5% |
| 7D | 0.0% | -6.3% | +6.4% | +2.2% |
| 30D | -1.4% | -14.1% | +12.7% | +3.3% |
| 3M | -10.6% | -9.5% | -1.1% | -8.3% |
| 6M | -9.3% | -4.0% | -5.3% | -9.2% |
| YTD | +1.1% | -13.8% | +14.9% | +4.8% |
| 1Y | +3.4% | -18.3% | +21.7% | +9.1% |
| 3Y | +67.9% | -7.2% | +75.1% | +67.2% |
| 5Y | +98.0% | +7.3% | +90.6% | +83.6% |
| All | +140.2% | +204.8% | -64.6% | +56.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling