+5,122.5%
NI vs AON
+5,010.1%
+112.4%
-65.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.3% | +3.5% | +1.7% |
| 7D | +2.3% | -3.2% | +5.5% | +3.0% |
| 30D | -1.7% | -11.9% | +10.2% | +0.7% |
| 3M | -8.0% | -2.9% | -5.1% | -7.8% |
| 6M | -8.6% | -6.8% | -1.8% | -7.8% |
| YTD | +2.3% | -10.1% | +12.4% | +3.8% |
| 1Y | +6.9% | -14.2% | +21.2% | +9.5% |
| 3Y | +70.6% | -3.3% | +73.8% | +69.4% |
| 5Y | +96.4% | +13.6% | +82.8% | +87.6% |
| 10Y | +136.1% | +209.2% | -73.0% | +85.3% |
| All | +5,122.5% | +5,010.1% | +112.4% | +2,502.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling