+115.1%
NOK vs AON
+6.4%
+108.8%
-50.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | -1.7% | +6.5% | +5.0% |
| 7D | +11.0% | -6.3% | +17.3% | +11.9% |
| 30D | +7.8% | -14.1% | +21.9% | +9.9% |
| 3M | -21.0% | -9.5% | -11.5% | -20.7% |
| 6M | +40.9% | -4.0% | +44.9% | +38.9% |
| YTD | +72.0% | -13.8% | +85.8% | +74.1% |
| 1Y | +140.9% | -18.3% | +159.2% | +147.8% |
| 3Y | +194.3% | -7.2% | +201.4% | +184.1% |
| All | +115.1% | +6.4% | +108.8% | +80.1% |
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