-18.7%
OPEN vs AON
-6.9%
-11.8%
-89.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | -0.9% |
| 7D | -2.9% | -7.9% | +5.0% | +0.3% |
| 30D | -13.8% | -14.6% | +0.9% | -8.4% |
| 3M | -30.9% | -7.9% | -23.0% | -29.5% |
| 6M | -40.9% | -8.0% | -32.9% | -39.9% |
| YTD | -48.5% | -13.2% | -35.3% | -46.2% |
| 1Y | -50.9% | -16.4% | -34.5% | -47.1% |
| All | -18.7% | -6.9% | -11.8% | -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