+548.8%
PLTR vs AON
+9.3%
+539.5%
-79.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +3.1% | +1.4% |
| 7D | 0.0% | -7.9% | +8.0% | +4.3% |
| 30D | -3.3% | -14.6% | +11.4% | +4.5% |
| 3M | +28.4% | -7.9% | +36.3% | +32.3% |
| 6M | +8.4% | -8.0% | +16.4% | +11.1% |
| YTD | -4.6% | -13.2% | +8.6% | +0.5% |
| 1Y | +4.4% | -16.4% | +20.8% | +12.0% |
| 3Y | +1,020.5% | -6.7% | +1,027.1% | +992.7% |
| 5Y | +548.8% | +8.0% | +540.8% | +392.5% |
| All | +548.8% | +9.3% | +539.5% | +392.5% |
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