+371.4%
ORCL vs AON
+211.0%
+160.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | -2.3% | +4.6% | +3.1% |
| 7D | +15.0% | -3.2% | +18.2% | +16.1% |
| 30D | +10.5% | -11.9% | +22.4% | +14.8% |
| 3M | -23.0% | -2.9% | -20.1% | -23.3% |
| 6M | +7.0% | -6.8% | +13.8% | +7.9% |
| YTD | -15.8% | -10.1% | -5.7% | -14.5% |
| 1Y | -31.1% | -14.2% | -16.8% | -29.2% |
| 3Y | +33.3% | -3.3% | +36.5% | +28.1% |
| 5Y | +94.3% | +13.6% | +80.7% | +71.6% |
| All | +371.4% | +211.0% | +160.4% | +147.1% |
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