-32.3%
ORCL vs AON
-17.2%
-15.1%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.0% | -1.8% |
| 7D | +10.9% | -7.9% | +18.8% | +7.7% |
| 30D | +7.0% | -14.6% | +21.6% | +1.2% |
| 3M | -21.2% | -7.9% | -13.3% | -23.0% |
| 6M | +7.4% | -8.0% | +15.4% | +3.5% |
| YTD | -16.3% | -13.2% | -3.0% | -25.0% |
| 1Y | -32.3% | -16.4% | -15.9% | -44.9% |
| All | -32.3% | -17.2% | -15.1% | -44.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling