+5,387.7%
O vs AON
+3,569.7%
+1,818.0%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.5% |
| 7D | -0.7% | -9.1% | +8.3% | +1.8% |
| 30D | -1.9% | -10.2% | +8.4% | +1.0% |
| 3M | +3.8% | +0.5% | +3.3% | +3.4% |
| 6M | -4.7% | -4.8% | +0.1% | -4.0% |
| YTD | +12.5% | -8.0% | +20.5% | +14.1% |
| 1Y | +10.8% | -13.1% | +23.9% | +14.2% |
| 3Y | +28.8% | -1.3% | +30.1% | +26.5% |
| 5Y | +13.2% | +14.9% | -1.7% | +5.4% |
| 10Y | +53.5% | +214.9% | -161.5% | +7.6% |
| All | +5,387.7% | +3,569.7% | +1,818.0% | +2,520.1% |
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 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