-70.8%
OPEN vs AON
+77.5%
-148.4%
-98.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.2% | +1.8% | +1.4% |
| 7D | -4.3% | -9.1% | +4.8% | +1.0% |
| 30D | -16.2% | -10.2% | -6.0% | -10.9% |
| 3M | -36.4% | +0.5% | -36.9% | -37.8% |
| 6M | -35.5% | -4.8% | -30.6% | -35.0% |
| YTD | -46.0% | -8.0% | -38.0% | -45.0% |
| 1Y | -47.1% | -13.1% | -34.1% | -43.5% |
| 3Y | -19.0% | -1.3% | -17.7% | -22.6% |
| 5Y | -83.6% | +14.9% | -98.5% | -86.2% |
| All | -70.8% | +77.5% | -148.4% | -75.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling