-17.1%
NOW vs AON
+4.5%
-21.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.3% | +0.5% | +0.7% |
| 7D | -3.1% | +0.7% | -3.8% | -3.4% |
| 30D | -27.0% | +23.1% | -50.1% | -32.7% |
| 3M | -17.7% | -6.0% | -11.7% | -16.4% |
| 6M | +12.7% | +7.9% | +4.8% | +9.2% |
| YTD | -32.9% | -4.1% | -28.8% | -33.3% |
| 1Y | -40.4% | -2.3% | -38.1% | -41.0% |
| 3Y | -17.1% | +3.4% | -20.5% | -14.9% |
| All | -17.1% | +4.5% | -21.6% | -14.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling