-84.2%
OPEN vs AON
+9.3%
-93.4%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.5% | +1.2% | +0.4% |
| 7D | -2.9% | -7.9% | +5.0% | +3.3% |
| 30D | -13.8% | -14.6% | +0.9% | -3.3% |
| 3M | -30.9% | -7.9% | -23.0% | -28.2% |
| 6M | -40.9% | -8.0% | -32.9% | -39.3% |
| YTD | -48.5% | -13.2% | -35.3% | -45.2% |
| 1Y | -50.9% | -16.4% | -34.5% | -45.1% |
| 3Y | -20.6% | -6.7% | -14.0% | -24.0% |
| 5Y | -84.2% | +8.0% | -92.2% | -88.7% |
| All | -84.2% | +9.3% | -93.4% | -88.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling