-74.2%
OPEN vs AON
+66.3%
-140.5%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.3% | +0.6% |
| 7D | -11.4% | -6.3% | -5.1% | -7.9% |
| 30D | -20.1% | -14.1% | -6.0% | -12.8% |
| 3M | -37.6% | -9.5% | -28.1% | -34.8% |
| 6M | -47.1% | -4.0% | -43.0% | -47.3% |
| YTD | -52.1% | -13.8% | -38.3% | -49.3% |
| 1Y | -73.5% | -18.3% | -55.2% | -70.8% |
| 3Y | -24.4% | -7.2% | -17.2% | -25.1% |
| 5Y | -85.1% | +7.3% | -92.5% | -87.0% |
| All | -74.2% | +66.3% | -140.5% | -77.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling