+54.8%
ON vs AON
-13.5%
+68.3%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.2% | +2.2% | +0.1% |
| 7D | +2.4% | -9.1% | +11.5% | -4.1% |
| 30D | -3.3% | -10.2% | +7.0% | -10.2% |
| 3M | -43.6% | +0.5% | -44.1% | -41.5% |
| 6M | +19.0% | -4.8% | +23.8% | +21.1% |
| YTD | +37.4% | -8.0% | +45.4% | +37.4% |
| 1Y | +54.8% | -13.1% | +67.8% | +50.8% |
| All | +54.8% | -13.5% | +68.3% | +50.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling