+55.3%
ON vs AON
-16.9%
+72.2%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.5% | -1.7% | +10.2% | +7.3% |
| 7D | +2.4% | -6.3% | +8.7% | -2.3% |
| 30D | -8.6% | -14.1% | +5.5% | -17.8% |
| 3M | -34.3% | -9.5% | -24.9% | -36.2% |
| 6M | +28.5% | -4.0% | +32.5% | +29.2% |
| YTD | +40.6% | -13.8% | +54.4% | +33.7% |
| 1Y | +55.3% | -18.3% | +73.6% | +39.6% |
| All | +55.3% | -16.9% | +72.2% | +39.6% |
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